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
Port St. Lucie, FL
Credentials
Series 63, Series 65
Industry experience
7 years
Michael Ferrara II is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at LPL Financial and Tradition Securities and Derivatives LLC, as well as experience in the construction industry. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base, including individuals, families, and charitable organizations. The firm employs a team-based approach with multiple analytical methods to tailor advice and offers a range of programmatic investment solutions alongside 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
Port St. Lucie, FL
Colorado · Florida · Texas
LPL Financial
2023 - Present (3 years)
Tradition Securities and Derivatives LLC
2022 - 2023 (1 year)
AEH Construction
2017 - 2022 (5 years)
MJF Construction
2015 - 2017 (2 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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Rewealth
I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/
Series 65
Wyomissing, PA
Walsky Investment Management Inc
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