Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
All Accounts under this fee model are subject to a minimum monthly Management Fee of $958.33. Fees are negotiable.
Fee Estimator
Financial Life Advisors offers services on a fee basis, including percentage of assets managed, hourly, and/or fixed fees. Personal planning and consulting fees range from $2,000 to $10,000, and 401(k) fiduciary consulting service fees range from $6,000 to $25,000. These services are also available hourly at $100 to $400. Model 1 accounts are subject to a minimum monthly management fee of $958.33, and Model 2 accounts are subject to a minimum monthly management fee of $81.25. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232
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Kimberly Ann NourieRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Life Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial Network Broker
Cross Financial Services Corporation
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited Partner Broker
State Registrations1 state
Exams
Additional Information
Kim joined Financial Life Advisors in 2017. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant, and a Texas Life and Health Insurance licensee with 20 years of experience in the personal financial services industry. Prior to this industry, Kim worked in corporate America for 15 years including CBRE, American Airlines and Arthur Andersen.