Kirk Francis is a CFP-designated registered investment advisor at Financial Life Advisors, based in San Antonio, TX, with 48 years of industry experience. Kirk 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
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 →Other Business Activities
Kirk serves as the Chairman of the Zoning Commission for the City of Hill Country Village since 2014. He also serves as Chairman for the Housing Authority of Bexar County since 2015, providing governance and oversight.
Employment History
Current Registrations
Financial Life Advisors
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Financial Life Advisors
Wfg Investments, INC.Broker
Williams, Buchanan & Company, INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
A. G. Edwards & Sons, INC.Broker
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.