Good Life Advisors, LLC
Firm details
- Headquarters
- Celebration, Florida
- CRD number
- 171898
- Registered since
- July 7, 2014
- Website
- www.goodlifefa.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals65.48%
- HNWI33.6%
- Pension & Profit Sharing Plans0.35%
- Corporations / Businesses0.3%
- Charitable Organizations0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Good Life Advisors, LLC is a privately held independent Registered Investment Adviser organized as an LLC and SEC-registered since 2014. The firm positions itself as a capital allocator for both individuals/families and institutional clients, offering a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures). Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through periodicals and seminars. The firm identifies as an active ESG investor and lists an insurance company among its industry affiliations. Good Life Advisors has been recognized in several industry lists: Financial Times’ Top 300 RIA Firms (2020), and inclusion on Forbes’ America's Top RIA Firms (2023) and Forbes’ Top RIA Firms (2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities15%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Other1%
Owners & executives
3 of 5
Conor Delaney
Founder and CEOCRD 5193222
Kamisha Aileen Mcknight
Service CoordinatorCRD 7605946
Lisa Strohm
President, Chief Executive OfficerCRD 4330981
Contacts
3 of 91
Jonathan Hoffman
Wealth Management AdvisorCRD 4725815
Hunter Rice
Registered AdministratorCRD 7301577
Julie Kemp
Financial PlannerCRD 4556990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 362Active vs passive
$1.8B in ETFs
84%
$1.5B
15%
$278M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR(R) PORTFOLIO S&P 500 ETF (SPLG) | State Street | Passive | Large Blend | $120M | 1,649,753 | 6.73% |
Location
Celebration, FL
Osceola
Location
Celebration, FL
Headquartered in Celebration, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Osceola
- Address
- 1420 Celebration Blvd
- Time zone
- ET (UTC-5)
- Office locations
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