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"https://linkedin.com/in/robert-price-243476b4", "https://linkedin.com/in/ryan-templeton-2a90051b3", "https://linkedin.com/in/sam-gaudio-b9095a2b", "https://linkedin.com/in/shanedanner", "https://linkedin.com/in/templetonrobert", "https://linkedin.com/in/timothy-albergotti", "https://linkedin.com/in/tristan-peschka-crpc%C2%AE-apma%C2%AE-928760103", "https://modernfamilyam.com", "https://myadvisorjeremiah.com", "https://opuswmg.com", "https://passeypillarfinancial.com", "https://planwithgoodlifefa.com", "https://resolutefwa.com", "https://shearcapitalgroup.com", "https://strohmwealth.com", "https://swealthplan.com", "https://templeton-cornerstonecolumbia.com", "https://twitter.com/ChrisRondinelli", "https://umbrellawm.com", "https://virtuswealth.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171898", "disclosure_items": [ { "item": "11.A(1)", "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?" }, { "item": "11.B(1)", "question": "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?" }, { "item": "11.E(4)", "question": "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?" } ], "city_as_filed": "CELEBRATION", "url": "https://advisorcensus.com/firm/good-life-advisors-llc-celebration-fl-171898", "display_name": "Good Life Advisors, LLC", "summary": "Good Life Advisors, LLC is an SEC-registered investment advisory firm in Celebration, FL, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.", "citation": "AdvisorCensus. Good Life Advisors, LLC (CRD 171898): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "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" ], "quick_answers": [ { "q": "How is Good Life Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Good Life Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other." }, { "q": "Where is Good Life Advisors, LLC located?", "a": "Good Life Advisors, LLC's principal office is in Celebration, FL, according to its Form ADV; the October 2026 filing also lists 32 other offices (Schedule D, Section 1.F)." }, { "q": "Is Good Life Advisors, LLC registered with the SEC or a state?", "a": "Good Life Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171898." }, { "q": "How much does Good Life Advisors, LLC manage?", "a": "Good Life Advisors, LLC reports $4,350,187,761 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (99% discretionary)." }, { "q": "How have Good Life Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Good Life Advisors, LLC: 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. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Good Life Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21,451); high net worth individuals (789); pension and profit sharing plans (but not the plan participants or government pension plans) (219)." }, { "q": "Which custodians does Good Life Advisors, LLC use?", "a": "Good Life Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Good Life Advisors, LLC report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years), 11.B(1) (conviction or plea for a listed misdemeanor in the past ten years), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171898" }, { "q": "What changed in Good Life Advisors, LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1854158498.0, "total_employees": 118, "filing_date": "2021-10-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2731154262.0, "total_employees": 129, "filing_date": "2022-05-05" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2380975431.0, "total_employees": 129, "filing_date": "2023-09-07" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2896014017.0, "total_employees": 138, "filing_date": "2024-07-31" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3486583189.0, "total_employees": 140, "filing_date": "2025-06-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4350187761.0, "total_employees": 135, "filing_date": "2026-09-25" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Added the business name B-RAD Wealth Strategies." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "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." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "LPL Financial LLC", "name_as_filed": "LPL FINANCIAL LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/good-life-advisors-llc-celebration-fl-171898.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 21451, "fewer_than_5": false, "raum": 2848661729.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 789, "fewer_than_5": false, "raum": 1461825861.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 219, "fewer_than_5": false, "raum": 15029701.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 64, "fewer_than_5": false, "raum": 11641790.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 73, "fewer_than_5": false, "raum": 13028680.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171898", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }