Good Life Advisors, LLC logo

Good Life Advisors, LLC

Updated today

Total assets under management

$4,350,187,761

Total clients

22,240

4% high-net worth

Total advisors

95

of 135 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

234

Average account size

$195,602

About

Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. Offerings include discretionary and non‑discretionary portfolio management, standalone and subscription planning, educational seminars, and access to third‑party programs and custodial platforms.

The firm emphasizes tailored advice informed by independent research and a team approach, using multiple methods of analysis (fundamental, technical/charting, and cyclical) and continuous account supervision to align asset allocation with clients’ objectives and risk tolerances. Advisors help clients access a range of programmatic solutions—sponsor‑managed wrap accounts, model portfolios, algorithmic managed solutions, and third‑party managers—and assist with selection, monitoring, and implementation.

Noteworthy among peers, Good Life publishes newsletters and periodicals (with optional subscription) and runs educational seminars as part of its client communications, in addition to offering a planning subscription service for ongoing advice. The firm also serves as a wrap‑program sponsor and accepts ERISA 3(21) and 3(38) retirement‑plan fiduciary engagements and participant‑level advice, combining institutional platform access with adviser‑led planning services.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Business succession planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement

Fee options

Fixed

Financial planning available separately for a separate fee; specific flat fee amounts not stated.

Percentage

$0+: Negotiable up to 3.0% annually (non-wrap and wrap fee advisory programs) $0+: Manager Access Select Program: Up to 3.0% annually $0+: Optimum Market Portfolios (OMP): Up to 2.5% annually $0+: Model Wealth Portfolios (MWP): Up to 2.83% annually $0+: Small Market Solution (SMS): Up to 1.20% annually $0+: Guided Wealth Portfolios (GWP): Up to 1.35% annually

Commissions

Investment advisor representatives also act as registered representatives of LPL Financial and insurance agents to sell commission-based products.

Project-based

Hourly charges mentioned in SEC Form ADV Part 1 but specific rates not stated in brochure.

Other

Account minimum: $5,000 minimum for Guided Wealth Portfolios (GWP) Managed Service; $10,000 minimum for Optimum Market Portfolios (OMP) and Model Wealth Portfolios (MWP); $50,000 minimum for Manager Access Select Program (MAS); minimums may vary or be lower in certain cases Fee-only: Financial planning available for a separate fee; Planning Subscription Service offered for a fixed monthly or quarterly fee; specific amounts not stated.

Main office location

Good Life Advisors, LLC

1420 Celebration Blvd., Suite 109

Celebration FL 34747, United States

Number of offices

49

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jeffery H

Series 66

Boise, ID

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Lisa E

Series 63, Series 66

Williams, OR

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Anthony A

Series 63, Series 66

San Diego, CA

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Jeffrey B

Series 63, Series 65

Seven Fields, PA

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Jeffrey M

Series 66

Fuquay Varina, NC

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Michael F

Series 63, Series 65

Port St. Lucie, FL

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Christopher R

CFP®, Series 63, Series 65

Seven Fields, PA

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Brian C

Series 63, Series 65

Eagle, ID

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Bradley S

Series 63, Series 65

Monroeville, PA

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Christopher M

Series 66

Syracuse, NY

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

John P

Series 63, Series 66

Holly Springs, NC

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Joan L

CFP®, Series 63

Lewisburg, PA

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Steven J

Series 66

Morehead City, NC

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Brenan V

CFP®, Series 66

Fuquay Varina, NC

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
user avatar

Jeffery G

Series 63, Series 65

Lisle, IL

Good Life Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Approaching retirement
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