TEAMWORK FINANCIAL ADVISORS, LLC
SEC RegisteredRetirement Planning Tailored for You in San Antonio, TX
About the firm
Teamwork Financial is a financial advisory firm based in San Antonio, TX, focused on retirement planning. Their mission is to help each of their clients feel confident about their futures for as long as they live, with peace of mind as their ultimate goal.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning through a 3-step process (Discover, Evaluate, Plan) using an Integrated Legal, Tax and Financial Plan to create custom retirement strategies; services also encompass legal, tax, and financial planning.
Who they serve
Individuals seeking retirement planning guidance
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,487 | $258M |
| High Net Worth Individuals | 993 | $746M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $1.7M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Teamwork (Except Michael Srulowitz) - Tier 1 | 1.00% |
| Teamwork (Except Michael Srulowitz) - Tier 2 | 0.95% |
| Teamwork (Except Michael Srulowitz) - Tier 3 | 0.85% |
| Teamwork (Except Michael Srulowitz) - Tier 4 | 0.75% |
| Teamwork (Except Michael Srulowitz) - Tier 5 | 0.60% |
| Teamwork (Except Michael Srulowitz) - Tier 6 | 0.00% |
| Michael Srulowitz - Tier 1 | 1.20% |
| Michael Srulowitz - Tier 2 | 1.10% |
| Michael Srulowitz - Tier 3 | 1.00% |
| Michael Srulowitz - Tier 4 | 0.90% |
| Michael Srulowitz - Tier 5 | 0.80% |
| Michael Srulowitz - Tier 6 | 0.70% |
| Michael Srulowitz - Tier 7 | 0.00% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TEAMWORK FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.