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GOOD LIFE ADVISORS, LLC
CRD 171898 · SEC 801-80003
1420 CELEBRATION BLVD., SUITE 109, CELEBRATION, FL, 34747, United States
Phone
407-477-4887
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.35B
Discretionary AUM
$4.32B
Team
135 total employees; 88 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PLANNING SUBSCRIPTION FEE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21451 | $2.85B |
| High net worth individuals | 789 | $1.46B |
| Pension/profit sharing plans | 219 | $15.0M |
| Charitable organizations | 64 | $11.6M |
| Corporations/business entities | 73 | $13.0M |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/in/generations-asset-management/
- https://www.linkedin.com/in/jeff-herbek-ricp/
- https://www.facebook.com/templeton.cornerstonecolumbia/
- https://www.facebook.com/lighthousefinancialnc/
- https://www.linkedin.com/in/j-andrew-hoffman-goodlife/
- HTTPS://WWW.LIGHTHOUSEFINANCIALNC.COM
- https://www.linkedin.com/company/myaccountsandbudget/
- https://www.facebook.com/GoodLifeFinancialAdvisors.Schneider/
- https://www.facebook.com/ChrisRondinelliLPLSevenFields/
- https://www.linkedin.com/in/charleselhoffcfp/
- https://www.linkedin.com/in/nick-curinga-832040142/
- https://www.linkedin.com/in/chrisrondinellilpl/
- https://www.linkedin.com/in/leadinspireexecute/
- HTTPS://WWW.HOSKINRAMIREZGROUP.COM
- https://www.linkedin.com/in/joshstrangedc/
- HTTPS://WWW.7FIELDSWM.COM
- HTTPS://WWW.CHRISRONDINELLI.COM
- https://www.linkedin.com/in/lisastrohm/
- https://www.linkedin.com/in/frederick-d-shows-8431a1a7/
- https://www.facebook.com/7FieldsWM/
- https://www.linkedin.com/in/allgood-financial/
- https://www.linkedin.com/in/ryan-templeton-2a90051b3/
- HTTPS://WWW.ALLGOODFIN.COM
- HTTPS://WWW.OPUSWMG.COM/
- HTTPS://WWW.VIRTUSWEALTH.COM/
- https://www.facebook.com/opuswealth/
- https://www.facebook.com/virtuswealthmanagement/
- https://www.linkedin.com/in/matthewatallgoodfin/
- https://www.linkedin.com/in/fred-quattlebaum-1b8447a0/
- https://www.linkedin.com/in/shanedanner/
- https://www.linkedin.com/in/lisaaroth/
- https://www.linkedin.com/in/brenan-volpe-cfp%C2%AE-7a4b4432/
- https://www.linkedin.com/company/virtuswealthmanagement/
- https://www.linkedin.com/in/karenspencecrpc/
- https://www.facebook.com/CitadelFP
- https://www.linkedin.com/in/carson-matthews-8650939a/
- https://www.linkedin.com/in/brian-crook-1a011714/
- https://www.linkedin.com/in/michael-ferrara-91b9a7234/
- https://www.linkedin.com/company/resolutefwa/
- https://www.linkedin.com/in/christopher-begbie-b93557296/
- https://www.linkedin.com/company/begbie-wealth-advisory/
- https://www.facebook.com/people/Begbie-Wealth-Advisory/61559497207666/
- https://www.linkedin.com/in/tristan-peschka-crpc%C2%AE-apma%C2%AE-928760103/
- HTTPS://WWW.RESOLUTEFWA.COM
- HTTPS://WWW.GOODLIFEMTP.COM
- https://www.linkedin.com/in/bradschneiderglfa/
- HTTPS://WWW.ETHOSWEALTHMGMT.COM
- https://www.linkedin.com/in/jay-brown-73577053/
- https://www.linkedin.com/in/fred-claghorn-cfp/
- https://www.linkedin.com/in/joan-lyons-a51061115/
- HTTPS://WWW.SHEARCAPITALGROUP.COM
- https://www.facebook.com/goodlifefinancialnova/
- HTTPS://WWW.JEFFREYBENDIS.COM
- https://www.linkedin.com/in/jennifer-ritz-44b84340/
- HTTPS://WWW.GOODLIFEFAMHC.COM
- https://www.facebook.com/CrossRoadsIM/
- HTTPS://WWW.CORNERSTONECOLUMBIA.COM
- HTTPS://WWW.GOODLIFEFA.COM
- HTTPS://WWW.GOODLIFECELEBRATION.COM
- HTTPS://WWW.GOODLIFEFINANCIALSC.COM
- HTTPS://WWW.MYADVISORJEREMIAH.COM
- HTTPS://WWW.PASSEYPILLARFINANCIAL.COM
- https://www.linkedin.com/in/jeremy-evans-7fwm/
- https://www.facebook.com/ResoluteFWA/
- HTTPS://WWW.MODERNFAMILYAM.COM
- https://www.facebook.com/goodlifeadvisorsmtpleasant/
- HTTPS://WWW.TEMPLETON-CORNERSTONECOLUMBIA.COM
- https://www.linkedin.com/in/edward-sep-b4785865/
- https://www.twitter.com/ChrisRondinelli
- https://www.linkedin.com/in/sam-gaudio-b9095a2b/
- https://www.linkedin.com/in/louis-falvo-cima-cdfa-90796152/
- https://www.facebook.com/CornerstoneFinancialSC/
- https://www.facebook.com/ShearCapitalGroup/
- https://www.linkedin.com/in/timothy-albergotti/
- https://www.linkedin.com/in/phillippassey/
- https://www.facebook.com/SummitWealthPlanning/?_rdr
- https://www.linkedin.com/company/goodlifecompanies
- HTTPS://WWW.GOODLIFECENTRALFL.COM
- HTTPS://WWW.GOODLIFEFINANCIALORLANDO.COM
- HTTPS://WWW.CITADELFP.COM
- HTTPS://WWW.UMBRELLAWM.COM
- HTTPS://WWW.IRPNY.COM
- https://www.linkedin.com/in/philip-t-webb-crpc-198a7335/
- https://www.linkedin.com/in/bradley-shear-cpfa%E2%84%A2-aa9742126/
- https://www.linkedin.com/in/4thomaslevy/
- https://www.facebook.com/GenerationsAssetManagement/
- HTTPS://WWW.GRANDVIEWWM.COM
- https://www.linkedin.com/in/lighthousefinancialnc/
- https://www.linkedin.com/in/brian-tillotson-06a4b119/
- https://www.linkedin.com/in/courtnie-nein-5a948644/
- https://www.facebook.com/ModernFamilyAM/
- https://www.linkedin.com/in/kenneth-calcutt-681773175/
- https://www.linkedin.com/in/eric-janvier-b296b2120/
- HTTPS://WWW.CROSSROADSDIVORCEADVISORS.COM
- https://www.linkedin.com/in/charles-baier-94a01411a/
- HTTPS://WWW.STROHMWEALTH.COM
- HTTPS://WWW.BEGBIEWEALTH.COM
- HTTPS://WWW.GOODLIFEUPSTATESC.COM
- https://www.facebook.com/fred.m.quattlebaum
- https://www.facebook.com/FrederickShows.GLFA/
- https://www.linkedin.com/in/goodlifecfl/
- https://www.facebook.com/PWGWM/
- https://www.linkedin.com/in/noah-brooks-cipm%C2%AE-0a3ba98/
- https://www.linkedin.com/in/templetonrobert/
- https://www.linkedin.com/in/julie-kemp-cfp-66375913/
- https://www.linkedin.com/in/myadvisorjeremiah/
- https://www.linkedin.com/in/kyle-harper-chfc%C2%AE-casl%C2%AE-ricp%C2%AE-clu%C2%AE-29aaa712b/
- HTTPS://WWW.GOODLIFEFINANCIALNOVA.COM
- https://www.facebook.com/GoodLifeFA/
- https://www.linkedin.com/in/jason-singleton-9a665514a/
- HTTPS://WWW.PLANWITHGOODLIFEFA.COM
- https://www.linkedin.com/in/erik-steudle/
- https://www.linkedin.com/in/anthonyartero/
- HTTPS://WWW.SWEALTHPLAN.COM
- HTTPS://WWW.GENERATIONSASSETMGMT.COM
- https://www.linkedin.com/in/howard-shear-clu%C2%AE-chfc%C2%AE-4062a0179/
- https://www.linkedin.com/in/matthewmonroe/
- https://www.linkedin.com/in/jeff-bendis-22015ba5/
- https://www.facebook.com/juliemkempcfp/
- https://www.facebook.com/GenerationsAssetManagmentLockHaven/
- https://www.linkedin.com/in/paul-levy-2b100314/
- https://www.facebook.com/jeffrey.bendis/
- https://www.linkedin.com/in/robert-price-243476b4/
- HTTPS://WWW.BLACKDIAMONDFG.COM
- https://www.linkedin.com/in/michael-barrett-b609a4119/
Official SEC filing: View on IAPD