Joshua James Hussong
JH
CFP

Joshua James Hussong

15 Years of Experience

Firm Information

Joshua James Hussong
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
219 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$345.8M

Fee Structure

Minimum Investment:$150K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.15%
$1.0M - $2.0M0.75%
$2.0M - $3.0M0.65%
$3.0M - $5.0M0.55%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$958
Financial Plan Fee:$2,000 - $25,000
Hourly Rate:$100 - $400/hr

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
Investment ManagementRetirement PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232

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Joshua James Hussong
JH
Contact
Joshua James Hussong
Regulatory 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.

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Employment History
Current Registrations
Financial Life Advisors
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Charles Schwab & Co., INC.
July 2013 - February 2024 · 10 yrs 7 mos
Charles Schwab & Co., INC. Broker
July 2013 - February 2024 · 10 yrs 7 mos
Citigroup Global Markets INC.
May 2012 - July 2013 · 1 yr 2 mos
Citigroup Global Markets INC. Broker
January 2012 - July 2013 · 1 yr 6 mos
Nylife Securities LLCBroker
August 2010 - January 2012 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Joshua James Hussong
JH
Contact
Joshua James Hussong