Advisor at Good Life Advisors, LLC
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Firm
Good Life Advisors, LLC
Location
Fuquay Varina, NC 27526
Credentials
CFP®, Series 66
Industry experience
10 years
Brenan Volpe is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Good Life Advisors, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial Services, and Sterling Fox Financial. Outside of his advisory work, he is involved with Citadel Financial LLC, a business entity used for tax and investment purposes. 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 employs a team approach and multiple methods of analysis to tailor advice and offers a range of portfolio management options, educational seminars, and ongoing planning services.
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
145 S. Main Street, Suite 200
Fuquay Varina, NC 27526
North Carolina
LPL Financial, LLC
2022 - Present (4 years)
Volpe Holdings LLC
2018 - 2025 (7 years)
Volpe Holdings LLC
2018 - 2025 (7 years)
Raymond James Financial Services Advisors INC.
2016 - 2022 (6 years)
Sterling Fox Financial
2016 - 2022 (6 years)
DishOne
2016 - 2017 (1 year)
Raymond James financial Services
2015 - 2022 (7 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.
CFP®, Series 66
Fuquay Varina, NC
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Abound Investments
Series 66
Apex, NC
Taelos Financial Partners LLC
Series 65
Fuquay Varina, NC
Pine Ridge Wealth LLC
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