Mary Jo Haselhorst

Inflection Financial

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Inflection Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

73 clients

Average Client Portfolio

$4.7M average

Assets Under Management

$342.0M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

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

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History

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.

Employment History

Current Registrations

Inflection Financial

November 2025 - Present · 3 mos

Financial Life Advisors

October 2019 - Present · 6 yrs 4 mos

Previous Registrations

Commonwealth Financial Network

July 2010 - October 2019 · 9 yrs 3 mos

Commonwealth Financial NetworkBroker

November 2007 - October 2019 · 11 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.