Advisor at Good Life Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Good Life Advisors, LLC
Location
San Diego, CA 92127
Credentials
Series 63, Series 66
Industry experience
24 years
Anthony Artero is a financial advisor with Good Life Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Good Life Advisors since 2016 and previously held roles at LPL Financial and First Allied Advisory Services. Artero also acts in a fiduciary capacity for a family trust. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach with multiple analytical methods to tailor advice and offers access to various programmatic solutions and educational seminars.
Based on Good Life Advisors, LLC
Fixed fees for financial planning generally range from $350 to $10,000
$0+: Negotiable up to 3.0% (annual advisory fee, billed quarterly in advance) $10,000+: Optimum Market Portfolios Program (OMP) - up to 2.5% $50,000+: Manager Access Select Program (MAS) - negotiable up to 3.0% $5,000+: Guided Wealth Portfolios (GWP) - up to 1.35% $10,000+: Model Wealth Portfolios Program (MWP) - up to 2.83% No minimum+: Small Market Solution (SMS) Program - up to 1.20% (includes minimum program fee $250)
Certain IARs are registered representatives of LPL Financial and may receive commissions on securities transactions; insurance agents may receive commissions on insurance products
Hourly financial planning and consulting fees from $100 to $400 per hour
Planning subscription service fees range from $50 to $500 per month or $150 to $1,500 per quarter
Account minimum: $5,000 Fee-only: Financial planning and consulting fees range from $350 to $10,000 fixed fee; hourly rates from $100 to $400; Planning subscription fees $50-$500 monthly or $150-$1,500 quarterly
11545 West Bernardo Court, Suite 203
San Diego, CA 92127
California · Texas
Good Life Advisors, LLC
2016 - Present (10 years)
LPL Financial, llc
2016 - Present (10 years)
First Allied Advisory Services, INC.
2012 - 2016 (4 years)
FIRST Allied Securities, Inc
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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Series 63, Series 66
San Diego, CA
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