La Vida Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
La Vida Financial is a fee‑only advisory firm that provides comprehensive financial planning to individuals and high‑net‑worth clients through ongoing and project‑based engagements. The firm does not provide investment management or custody and typically delivers written financial plans and referrals to third‑party professionals as part of its services.
When recommending investments in the context of a financial plan, the firm emphasizes asset allocation and Modern Portfolio Theory, employs a mix of passive and active funds, and may incorporate socially responsible (ESG) approaches when requested; it relies on third‑party research to evaluate mutual funds and ETFs. LVF does not exercise investment discretion or execute trades for clients, so clients retain responsibility for implementing recommended strategies and selecting custodians.
Notable distinctions compared with many peers include offering hourly billing as an option (with hourly work limited to clients who have completed a project‑based engagement) and the absence of percentage‑of‑assets‑under‑management fees—both uncommon features for firms in this category. The firm was formed in 2025 and is led by a sole principal who holds CFP® certification and draws on prior financial‑services and technology experience.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Project-Based Financial Planning fixed fees ranging from $1,200 to $6,000, negotiable
$275 per hour for hourly financial planning (limited availability)
Fee-only: Ongoing Financial Planning: Fixed monthly fee ranging from $275 to $350, negotiable and paid monthly in arrears; Project-Based Financial Planning: Fixed fee ranges from $1,200 to $6,000, negotiable; Hourly Financial Planning: $275 per hour, available only to clients who received a plan within past 45 days
Main office location
La Vida Financial
9355 John W. Elliott Dr, #25
Frisco TX 75033, United States
Number of offices
1
Most active in
La Vida Financial has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
(214)308-1556
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