MH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
73 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$342.0M
Fee Structure
Minimum Investment:$500K
Financial Plan Fee:$5,000 - $8,000
Hourly Rate:$550/hr
For 401(k) plans, the asset fee is 0.55% of plan assets, billed quarterly in arrears. Fees are negotiable. For individuals, there are several options: $8,000/year retainer + 0.50% AUM, $5,000/year retainer + 0.70% AUM, or $550 per hour. Fees may be negotiated on a case-by-case basis.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232
Get directionsRegulatory History
Clean regulatory record
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
Inflection Financial
November 2025 - Present · 2 mos
Financial Life Advisors
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
July 2010 - October 2019 · 9 yrs 3 mos
Commonwealth Financial Network Broker
November 2007 - October 2019 · 11 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.