Angel Melgoza is a CFP-designated registered investment advisor at Financial Life Advisors, based in San Antonio, TX, with 11 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. 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% |
Rates reflect Model 1, which includes financial planning. Model 2 rates are lower (0.65% down to 0.40%) and generally exclude planning. Fees are negotiable.
Fee Estimator
Location
2338 N Loop 1604 W, Ste 311, San Antonio, TX, 78248
Get directionsHistory
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
Yfp Wealth
Origin Financial
Origin Financial
Mylife Financial
Your Richest Life
LPL Financial LLCBroker
LPL Financial LLC
Mylife Financial
Financial Life Advisors
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.
Exams
More Advisors
- Kimberly Nourie, CFPFinancial Life Advisors
- Kirk Francis, CFPFinancial Life Advisors
- Joshua Hussong, CFPFinancial Life Advisors
- Benjamin Gurwitz, CFPFinancial Life Advisors
- January Smith, CFPJanus Financial Planning, LLC
- Claude Koontz, CFASequoia Financial Group, L.L.C.