Good Life Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Good Life Advisors reports 22,596 clients. They include 21,451 individual clients, 789 high-net-worth individuals, and 219 pension and profit-sharing plans. Of its assets, 99.3% ($4.32B across 21,630 accounts) are managed with discretion; $31.5M across 212 accounts are not. A wrap fee program the firm both sponsors and manages holds $2.93B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 65% |
| High-net-worth individuals | 3% | 34% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 21,451 | $2.85B | 65.5% | $133K |
| High-net-worth individuals | 789 | $1.46B | 33.6% | $1.85M |
| Pension and profit-sharing plans | 219 | $15M | 0.3% | $68.6K |
| Charitable organizations | 64 | $11.6M | 0.3% | $182K |
| Corporations and other businesses | 73 | $13M | 0.3% | $178K |
| Total | 22,596 | $4.35B | 100% | $193K |
- Clients
- 21,451
- Regulatory AUM
- $2.85B
- AUM share
- 65.5%
- Avg. per client
- $133K
- Clients
- 789
- Regulatory AUM
- $1.46B
- AUM share
- 33.6%
- Avg. per client
- $1.85M
- Clients
- 219
- Regulatory AUM
- $15M
- AUM share
- 0.3%
- Avg. per client
- $68.6K
- Clients
- 64
- Regulatory AUM
- $11.6M
- AUM share
- 0.3%
- Avg. per client
- $182K
- Clients
- 73
- Regulatory AUM
- $13M
- AUM share
- 0.3%
- Avg. per client
- $178K
Total
- Clients
- 22,596
- Regulatory AUM
- $4.35B
- AUM share
- 100%
- Avg. per client
- $193K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Good Life Advisors charges up to 3.00% a year for its Asset management services; its fees and minimums are set out in its brochures on the SEC website.
Good Life Management Co., LLC owns 75% or more of Good Life Advisors and is in turn owned by Conor Delaney (50–75%). It has 135 employees, 88 of them in advisory roles.
Leadership
- Conor DelaneyCEO / CCO
Investment adviser representatives
79 representatives listed in the SEC register as of 9 October 2026.
- Anthony Acevedo
- Timothy Albergotti
- Matthew Duane Allgood
- Charles Wesley Baier
- Michael P Barrett
- Jeffrey Robert Bendis
- Noah Harris Brooks
- James Younger Brown III
- Kenneth Ray Calcutt
- Joshua D Chase
- Fred Strawbridge Claghorn III
- Kelly Ann Connelly
- Brian Grayson Crook
- Nicholas Curinga III
- Willis Robert Deaton JR
- Conor Francis Delaney
- Maxwell Demeritte JR
- Charles Robert Elhoff JR
- Louis Anthony Falvo
- Michael J Ferrara II
- Samuel William Gaudio
- Pierce A Giancaterino
- Courtnie Elizabeth Gray
- Jeffery Allen Grecu
- Jeffery Brian Harper
- Kyle Donald Harper
- Jeffery Eugene Herbek
- Jonathan Andrew Hoffman
- Andrew William Hoskins
- Zachary Wayne Inklebarger
- Eric Daniel Janvier
- Jonathan M Jolley
- Ashlee L Jones
- James Christian Kaiser
- Julie Marie Kemp
- Gene Craig Levengood
- Paul Edward Levy JR
- Thomas J Levy
- Jeremiah Dustin Locascio
- Julius Edwin Lord III
- Joan Elaine Lyons
- Jeffrey Carson Matthews
- Kyle Brookes McBroom
- Thomas Edward McCrea
- Kamisha Aileen Ramirez McKnight
- Sean Railingshafer Menzies
- Sean Patrick Mest
- Bennett Wallace Miller
- Christopher David Moak
- Matthew Cory Monroe
- Patrick McGee Moody
- Marcus Claude Moore
- Christopher N Needs
- Jose Rizal Torres Pangilinan
- Robert Michael Penrose
- Noah Robert Powell
- Robert Neil Price
- Fred Maxwell Quattlebaum
- Ivan Alexis Ramirez-Ramirez
- Jennifer Ritz
- Benjamin John Romine
- Christopher Anthony Rondinelli
- Brad Joseph Schneider
- Celia Mae Scott
- Edward Michael Sep
- Bradley Jonathan Shear
- Howard Lee Shear
- Frederick Daniel Shows JR
- Karen Elicia Spence
- Joshua Adam Strange
- Lisa Marie Strohm
- Robert Greggory Templeton
- Ryan Nichols Templeton
- Daniel Ryan Thornton
- Brian Craig Tillotson
- Benjamin VanTroost
- Brenan Robert Volpe
- Nathan Douglas Wagner
- Philip Thomas Webb
Staff
- 135 employees
- 88 in advisory functions
- 88 state-registered reps
- 84 broker-dealer reps
- 72 insurance agents
- 1 soliciting firm
- Owns 75% or more of Good Life Advisors, LLC
Good Life Management Co., LLC
Control person · since May 2014
- Owns 50% to 75% of Good Life Management Co., LLC
Conor Delaney
Control person · since May 2014
Good Life Advisors’ regulatory assets grew 2.3× from $1.85B (July 2021) to $4.35B (September 2026); clients rose from 8,106 to 22,596 and employees from 118 to 135.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $4.35B | 22,596 | 135 | 49 |
| June 2025 | $3.49B | 15,732 | 140 | 53 |
| July 2024 | $2.9B | 10,643 | 138 | 53 |
| March 2023 | $2.38B | 10,600 | 129 | 50 |
| May 2022 | $2.73B | 10,685 | 129 | 50 |
| July 2021 | $1.85B | 8,106 | 118 | 42 |
Besides its headquarters, Good Life Advisors has 48 offices (14 private residences, listed without an address), with 35 listed addresses across 14 states.
Florida · 7 listed addresses
- 1420 Celebration BLVD., Suite 109, CelebrationHQ
- 5112 Mahogany Run Ave., Sarasota
- 9040 Town Center Pkwy, Lakewood Ranch
- 729 Oak Shadows Road, Celebration
- 100 S. Ashley Drive, Tampa
- 1420 Celebration BLVD., Celebration
- 6900 Tavistock Lakes BLVD, Orlando
Pennsylvania · 6 listed addresses
- 100 Northpointe Circle, Seven Fields
- 6 Jason Avenue, Denver
- 2520 Mosside BLVD, Monroeville
- 776 Bull Run Xing, Lewisburg
- 300 E Philadelphia Ave, Boyertown
- 214 High Street, Lock Haven
South Carolina · 5 listed addresses
- 2000 Center Point RD, Columbia
- 101 North Main Street, Greenville
- 1727 Hampton Street, Columbia
- 1124 Park West BLVD, Mount Pleasant
- 3605 Clambank Drive, MT. Pleasant
North Carolina · 4 listed addresses
- 405 Evans Street, Morehead City
- 340 Raleigh Street, Holly Springs
- 1328 N Bridge Street, Elkin
- 145 S. Main Street, Fuquay Varina
Illinois · 2 listed addresses
- 1011 Warrenville RD, Lisle
- 362 E. Burlington Street, Riverside
Texas · 2 listed addresses
- 2535 E Southlake BLVD, Southlake
- 4184 Treadway Road, Beaumont
Virginia · 2 listed addresses
- 633 South Washington Street, Alexandria
- 12701 Marblestone Drive, Woodbridge
California · 1 listed address
- 11440 West Bernardo Court, San Diego
Colorado · 1 listed address
- 6465 S. Greenwood Plaza BLVD, Centennial
Connecticut · 1 listed address
- 423 Main Street, Hartford
Delaware · 1 listed address
- 104 Sleepy Hollow Drive, Middletown
Georgia · 1 listed address
- 3001 Monroe Highway, Bogart
Idaho · 1 listed address
- 439 E. Shore Drive, Eagle
New York · 1 listed address
- 290 Elwood Davis Road, Liverpool
Other business names
Good Life Advisors has reported 33 other business names to the SEC.
- 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
Show all 33 names
- 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
Contact and registration details
- Legal name
- Good Life Advisors, LLC
- Headquarters
- 1420 Celebration BLVD., Suite 109, Celebration, FL 34747
- Website
- goodlifefa.com
- Phone
- 407-477-4887
- @goodlifecompanies
- SEC file
- 801-80003
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Good Life Advisors uses LPL Financial ($2.16B) as custodian for its separately managed accounts. Good Life Advisors has custody of $149M in client assets for 331 clients.
- LPL FinancialLPL Financial LLC · San Diego, CA · $2.16B100%
At year end, Good Life Advisors’ separately managed accounts were mostly in funds (80%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds80%
- Bonds1%
- Cash3%
- Other1%
- Alternative investments, structured products, variable annuities and partnerships1%
How many clients does Good Life Advisors have?
Good Life Advisors has 22,596 clients and manages $4.35 billion for them, as of September 2026. They include 21,451 individual clients, 789 high-net-worth individuals, and 219 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Good Life Advisors offer?
Good Life Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Good Life Advisors charge?
Good Life Advisors charges up to 3.00% a year for its Asset management services.
Source: GOOD LIFE ADVISORS FIRM DISCLOSURE BROCHURE (ADV 2A WITH APPENDIX 1), filed 31 March 2026
Which custodians does Good Life Advisors use?
Good Life Advisors’ separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $2.16B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Good Life Advisors have?
Good Life Advisors has 88 investment adviser representatives registered with state securities authorities, out of 135 employees, and 88 perform investment advisory functions. 84 employees are registered representatives of a broker-dealer and 72 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Good Life Advisors invest in?
At the end of its last fiscal year, Good Life Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 3% cash and equivalents, 1% state and local bonds and 1% other. The 1% other category is described as: Alternative Investments, Structured Products, Variable Annuities and Partnerships.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Good Life Advisors?
Good Life Advisors is owned through a holding company by Conor Delaney. Its direct owner is Good Life Management Co., LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Good Life Advisors get paid?
Good Life Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Good Life Advisors?
Good Life Advisors’ main office is at 1420 Celebration BLVD., Suite 109, Celebration, FL 34747. Its phone number is 407-477-4887. Its website is goodlifefa.com.