Good Life Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 171898
· SEC file 801-80003
· Celebration, FL
· www.linkedin.com
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ADV data as of Jul 06, 2026
- Regulatory AUM
- $4.4B
- Discretionary
- $4.3B
- Clients
- 22,596
- Avg AUM / client
- $193K
- Accounts
- 21,842
- Employees
- 135
AUM over time
$0
$4.4B
Jun 2014
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21,451 | $2.8B | 65.5% |
| High net worth individuals | 789 | $1.5B | 33.6% |
| Pension and profit sharing plans | 219 | $15.0M | 0.35% |
| Charitable organizations | 64 | $11.6M | 0.27% |
| Corporations and other businesses | 73 | $13.0M | 0.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Atlantic Testing Laboratories, Limited 401(k) Retirement Savings Plan Atlantic Testing Laboratories, Limited | 2024 | |
| The Gypsum Group 401(k) Plan The Gypsum Group | 2024 | |
| Greenstar Cooperative Market 401(k) Plan & Trust Greenstar Cooperative Market | 2024 | |
| Mcintosh Box & Pallet Co., Inc. 401(k) Profit Sharing Plan Mcintosh Box & Pallet Co., Inc. | 2024 |
People (97)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Conor Francis Delaney | Ceo / Cco | May 2014 (12y) | ≈ 37.5% – 75% via Good Life Management Co., Llc | |
| Noah Harris Brooks | Director Of Investments | Jan 2015 (12y) | Less than 5% | |
| Lisa Armstrong Evans | Vice President Of Compliance | Oct 2023 (3y) | Less than 5% | |
| Courtnie Elizabeth Gray | Registered representative | Jul 2014 (12y) | ||
| Kenneth Ray Calcutt | Registered representative | Aug 2014 (12y) | ||
| Howard Lee Shear | Registered representative | Chartered Financial Consultant | Aug 2014 (12y) | |
| Brad Joseph Schneider | Registered representative | Oct 2014 (12y) | ||
| Christopher Anthony Rondinelli | Registered representative | CFP | Dec 2014 (12y) | |
| Paul Edward Levy | Registered representative | Feb 2015 (11y) | ||
| Eric Daniel Janvier | Registered representative | Feb 2015 (11y) | ||
| Sean Railingshafer Menzies | Registered representative | Feb 2015 (11y) | ||
| Jeffrey Robert Bendis | Registered representative | Mar 2015 (11y) | ||
| Samuel William Gaudio | Registered representative | May 2015 (11y) | ||
| Joan Elaine Lyons | Registered representative | CFP | Jun 2015 (11y) | |
| Michael P Barrett | Registered representative | Jun 2015 (11y) | ||
| Fred Strawbridge Claghorn | Registered representative | CFP | Aug 2015 (11y) | |
| Celia Mae Scott | Registered representative | CFP | Dec 2015 (11y) | |
| Fred Maxwell Quattlebaum | Registered representative | May 2016 (10y) | ||
| Robert Greggory Templeton | Registered representative | Jul 2016 (10y) | ||
| Willis Robert Deaton | Registered representative | Aug 2016 (10y) | ||
| Jonathan Andrew Hoffman | Registered representative | Sep 2016 (10y) | ||
| Steven Rodney Jones | Registered representative | Nov 2016 (10y) | ||
| Frederick Daniel Shows | Registered representative | Jan 2017 (10y) | ||
| Jason Thomas Singleton | Registered representative | Jan 2017 (10y) | ||
| Jeremy Curtis Evans | Registered representative | Jan 2017 (10y) | ||
| Robert Neil Price | Registered representative | Jan 2017 (10y) | ||
| James Younger Brown | Registered representative | Feb 2017 (9y) | ||
| Edward Michael Sep | Registered representative | Mar 2017 (9y) | ||
| Gene Craig Levengood | Registered representative | Mar 2017 (9y) | ||
| Thomas J Levy | Registered representative | Mar 2017 (9y) | ||
| Tiffany Nicole Grammer Newlin | Registered representative | Mar 2017 (9y) | ||
| Jeffery Eugene Herbek | Registered representative | Sep 2017 (9y) | ||
| Julie Marie Kemp | Registered representative | CFP | Oct 2017 (9y) | |
| James Christian Kaiser | Registered representative | Dec 2017 (9y) | ||
| Nicholas Curinga | Registered representative | Dec 2017 (9y) | ||
| Philip Thomas Webb | Registered representative | Dec 2017 (9y) | ||
| Bryan Wayne Smith | Registered representative | Dec 2017 (9y) | ||
| Joshua Adam Strange | Registered representative | CFP | May 2018 (8y) | |
| Jose Rizal Torres Pangilinan | Registered representative | Jun 2018 (8y) | ||
| Kelly Ann Connelly | Registered representative | Jun 2018 (8y) | ||
| Andrew William Hoskins | Registered representative | Nov 2018 (8y) | ||
| Ivan Alexis Ramirez Ramirez | Registered representative | Nov 2018 (8y) | ||
| Bradley Jonathan Shear | Registered representative | Jul 2019 (7y) | ||
| Jennifer Ritz | Registered representative | Sep 2019 (7y) | ||
| David Benjamin Bigger | Registered representative | Oct 2019 (7y) | ||
| Ryan Nichols Templeton | Registered representative | Dec 2019 (7y) | ||
| Erik Kenneth Steudle | Registered representative | Jun 2020 (6y) | ||
| Jonathan M Jolley | Registered representative | Jun 2020 (6y) | ||
| Christopher David Moak | Registered representative | Mar 2021 (5y) | ||
| Matthew Cory Monroe | Registered representative | Apr 2021 (5y) | ||
| Charles Wesley Baier | Registered representative | CFP Chartered Financial Consultant | Sep 2021 (5y) | |
| Jeffery Allen Grecu | Registered representative | Sep 2021 (5y) | ||
| Karen Elicia Spence | Registered representative | Sep 2021 (5y) | ||
| Kyle Brookes Mcbroom | Registered representative | Sep 2021 (5y) | ||
| Kyle Donald Harper | Registered representative | Chartered Financial Consultant | Sep 2021 (5y) | |
| Marcus Claude Moore | Registered representative | CFP | Sep 2021 (5y) | |
| Matthew Duane Allgood | Registered representative | CFP | Sep 2021 (5y) | |
| Jeffery Brian Harper | Registered representative | CFP | Sep 2021 (5y) | |
| Brian Craig Tillotson | Registered representative | Sep 2021 (5y) | ||
| Charles Robert Elhoff | Registered representative | CFP Chartered Financial Consultant | Sep 2021 (5y) | |
| Jeremiah Dustin Locascio | Registered representative | Oct 2021 (5y) | ||
| Daniel Ryan Thornton | Registered representative | Nov 2021 (5y) | ||
| Julius Edwin Lord | Registered representative | Jan 2022 (5y) | ||
| Patrick Mc Gee Moody | Registered representative | Feb 2022 (4y) | ||
| Maxwell Demeritte | Registered representative | Mar 2022 (4y) | ||
| Sean Patrick Mest | Registered representative | Apr 2022 (4y) | ||
| Louis Anthony Falvo | Registered representative | Jul 2022 (4y) | ||
| Lisa Marie Strohm | Registered representative | CFP | Dec 2022 (4y) | |
| Christopher Douglas Begbie | Registered representative | Jan 2023 (4y) | ||
| Brenan Robert Volpe | Registered representative | CFP | Jan 2023 (4y) | |
| Anthony Acevedo | Registered representative | Feb 2023 (3y) | ||
| Jeffrey Carson Matthews | Registered representative | Mar 2023 (3y) | ||
| Brian Grayson Crook | Registered representative | Mar 2023 (3y) | ||
| Michael J Ferrara | Registered representative | Mar 2023 (3y) | ||
| Lauren Ashley Giron | Registered representative | Apr 2023 (3y) | ||
| Joshua D Chase | Registered representative | Aug 2023 (3y) | ||
| Tristan R Peschka | Registered representative | Sep 2023 (3y) | ||
| Timothy Albergotti | Registered representative | Dec 2023 (3y) | ||
| Christopher Shane Danner | Registered representative | Jan 2024 (3y) | ||
| Ashlee L Jones | Registered representative | Feb 2024 (2y) | ||
| Alison Elizabeth Howells | Registered representative | Jul 2024 (2y) | ||
| Kamisha Aileen Ramirez Mcknight | Registered representative | Oct 2024 (2y) | ||
| John Philip Passey | Registered representative | Dec 2024 (2y) | ||
| Hunter Rice | Registered representative | May 2025 (1y) | ||
| Noah Robert Powell | Registered representative | Jun 2025 (1y) | ||
| Nathan Douglas Wagner | Registered representative | Jul 2025 (1y) | ||
| Dylan Santeramo | Registered representative | Sep 2025 (1y) | ||
| Thomas Edward Mc Crea | Registered representative | Sep 2025 (1y) | ||
| Benjamin Van Troost | Registered representative | Sep 2025 (1y) | ||
| Bennett Wallace Miller | Registered representative | Sep 2025 (1y) | ||
| Pierce A Giancaterino | Registered representative | Jan 2026 (1y) | ||
| Timothy Denner | Registered representative | Mar 2026 (0y) | ||
| Zachary Wayne Inklebarger | Registered representative | Mar 2026 (0y) | ||
| Robert Michael Penrose | Registered representative | Apr 2026 (0y) | ||
| Michele Elizabeth Dura | Registered representative | Apr 2026 (0y) | ||
| Christopher N Needs | Registered representative | CFA | Apr 2026 (0y) | |
| Benjamin John Romine | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Good Life Management Co., Llc | Member | May 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Conor Francis Delaney: 50% – 75% of Good Life Management Co., Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Atlantic Testing Laboratories, Limited 401(k) Retirement Savings Plan | Atlantic Testing Laboratories, Limited | 246 | $22.6M | 01/01/2024 |
| The Gypsum Group 401(k) Plan | The Gypsum Group | 450 | $26.2M | 01/01/2024 |
| Greenstar Cooperative Market 401(k) Plan & Trust | Greenstar Cooperative Market | 95 | $2.5M | 01/01/2024 |
| Mcintosh Box & Pallet Co., Inc. 401(k) Profit Sharing Plan | Mcintosh Box & Pallet Co., Inc. | 262 | $11.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.73 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PLANNING SUBSCRIPTION FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $2.2B (50% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗