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
Holly Springs, NC 27540
Credentials
Series 63, Series 66
Industry experience
18 years
John Passey is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Sterling Fox Financial and Raymond James Financial Services for 12 years before joining Good Life Advisors and LPL Financial. Passey is also a commissioned notary in North Carolina. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm combines independent research and a team-based approach, offering multiple methods of analysis and a variety of programmatic solutions to align client portfolios with their objectives and risk tolerances.
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
340 Raleigh Street
Holly Springs, NC 27540
North Carolina
Good Life Advisors, LLC
2024 - Present (2 years)
LPL Financial
2024 - Present (2 years)
Sterling Fox Financial
2012 - 2024 (12 years)
Raymond James Financial Services Advisors Inc.
2012 - 2024 (12 years)
Raymond James financial Services
2012 - 2024 (12 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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Open World Financial Life Planning
Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions. As a nerd, I understand what it’s like to have hobbies and priorities outside of the norm. Whether your interests lie in gaming, programming, collecting, or something tamer, my goal is to make your financial life much more simple so that you have less stress and more time to focus on your interests. Life shouldn’t be about scrolling through google searches to solve a complex financial question. Your time should be spent doing the things you love and taking care of the people you care about. My philosophy on financial life planning was shaped through my experience getting my CFP® and RLP® designations, my bachelor’s degree in Psychology, and three years of amazing mentorship in the financial industry. Comprehensive financial life planning with my firm combines the skills I’ve developed through my experience and education, the perspective I have as a nerd and Millennial, and the drive I have to increase financial literacy within my community. I chose a fee-only structure for the firm in order to minimize conflicts of interest and make payment as transparent for my clients as possible. Having no product sales involved means I can focus on the perfect solution for my clients, not getting paid. Working with my firm starts with a complimentary first meeting in which we talk through your values, goals, and finances. If we decide to work together we will gather details on your finances, analyze and prioritize your goals, and eventually arrive at a plan through collaboration. I will help with the implementation of that plan, educating you on the what’s and why’s of each checklist item so that you feel comfortable with the changes. At the end of a year, we will review our progress and reassess the plan going forward. On the personal side of things, my passions lie in gaming. I love tabletop games, trading card games, and video games. I specifically love anything that is geared toward difficult strategic decisions. My passion for gaming is what got me so interested in financial strategies! Go ahead and book that first meeting to get started! It’s always FREE. If you're not sure yet, check out my books on Amazon to learn more about my financial philosophy: https://www.amazon.com/dp/B0FH5P83
Series 65
Holly Springs, NC
Lewis and Associates Capital Advisors, LLC
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