Joshua Hussong is a CFP-designated registered investment advisor at Financial Life Advisors, based in San Antonio, TX, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 209 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable. Model 2 fees are: 0.65% up to $1M, 0.60% for the next $1M, 0.50% for the next $3M, and 0.40% above $5M. Model 1 has a minimum monthly fee of $958.33. Model 2 has a minimum monthly fee of $81.25.
Fee Estimator
Contact
Joshua Hussong
Location
2338 N Loop 1604 W, Ste 311, San Antonio, TX, 78248
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Regulatory 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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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