Good Life Advisors, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$4,350,187,761 as of October 2026, filing dated September 25, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Publication of periodicals or newsletters
• Educational seminars/workshops

Also doing business as

ALLGOOD FINANCIAL, B-RAD WEALTH STRATEGIES, BEGBIE WEALTH ADVISORY LLC, BLACK DIAMOND FINANCIAL GROUP, CITADEL FINANCIAL PLANNING, CORNERSTONE FINANCIAL MANAGEMENT, CORNERSTONE FINANCIAL MANAGEMENT - THE TEMPLETON GROUP, CROSS ROADS INVESTMENT MANAGEMENT, ETHOS WEALTH MANAGEMENT, GENERATIONS ASSET MANAGEMENT, GOOD LIFE FINANCIAL ADVISORS, GOOD LIFE FINANCIAL ADVISORS OF CELEBRATION, GOOD LIFE FINANCIAL ADVISORS OF CENTRAL FLORIDA, GOOD LIFE FINANCIAL ADVISORS OF MT. PLEASANT, SC, GOOD LIFE FINANCIAL ADVISORS OF NOVA, GOOD LIFE FINANCIAL ADVISORS OF ORLANDO, GOOD LIFE FINANCIAL GROUP, GRANDVIEW WEALTH MANAGEMENT, INDEPENDENT RETIREMENT PARTNERS, LIGHTHOUSE FINANCIAL, LORD INVESTMENT GROUP, LLC, MODERN FAMILY ASSET MANAGEMENT, OPUS WEALTH MANAGEMENT GROUP, PILLAR FINANCIAL SERVICES, RESOLUTE FAMILY WEALTH ADVISORS, SCOTT WEALTH MANAGEMENT, SEVEN FIELDS WEALTH MANAGEMENT, SHEAR CAPITAL GROUP, LLC FINANCIAL PLANNING AND WEALTH MGT. SERVICES, STROHM WEALTH ADVISORS, SUMMIT WEALTH PLANNING, THE HOSKINS & RAMIREZ GROUP, UMBRELLA WEALTH MANAGEMENT, VIRTUS WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2014 (12 years)

Employees

Total: 135. Performing investment advisory functions: 88.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

32 other offices, as of the October 2026 filing

Alexandria, VABeaumont, TXBogart, GABoyertown, PACelebration, FLCentennial, COColumbia, SCDenver, PAEagle, IDElkin, NCFuquay Varina, NCGreenville, SCHartford, CTHolly Springs, NCLakewood Ranch, FLLewisburg, PALisle, ILLiverpool, NYLock Haven, PAMiddletown, DEMonroeville, PAMorehead City, NCMount Pleasant, SCMt. Pleasant, SCOrlando, FLRiverside, ILSan Diego, CASarasota, FLSeven Fields, PASouthlake, TXTampa, FLWoodbridge, VA

States registered or notice-filed

44 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

3 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Criminal matters Items 11.A and 11.B

• 11.A(1) In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?
• 11.B(1) In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?

Regulatory matters Items 11.C to 11.G

• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,854,158,498 in the October 2021 data and $4,350,187,761 in the October 2026 data, up 135%.

Total employees: 118 in October 2021 and 135 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Updated its list of owners and control persons (Schedule A).
2. August 2026
   • Added the business name B-RAD Wealth Strategies.
3. April 2026
   • No longer lists the business name Cornerstone Wealth Management - Deaton Price Group.
   • No longer lists the business name Independent Retirement Partners, LLC.
   • No longer lists the business name Strohm Wealth Advisors, LLC.
   • No longer lists the business name Fireside Financial Partners.
   • No longer lists the business name Advice Only Financial Plans.
   • No longer lists the business name Strategic Wealth Advisors.
   • No longer lists the business name My Planning Pro.
   • Added the business name Independent Retirement Partners.
   • Added the business name Strohm Wealth Advisors.
   • Employees performing advisory functions went from 100 to 88.
   • Regulatory assets under management went from $3,486,583,189 to $4,350,187,761 (+25%).
   • No longer lists an office in Clermont, FL.
   • No longer lists an office in Greenville, SC.
   • No longer lists an office in Plainwell, MI.
   • No longer lists an office in Spartanburg, SC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.