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GOOD LIFE ADVISORS, LLC
CRD 171898File 801-80003
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.35B
Top 25% of cohort (national)
Discretionary AUM
$4.32B
Non-discretionary $31.5M
Clients
22,596
21,842 accounts
Employees
135
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 7, 2014
- Principal office
- 1420 CELEBRATION BLVD., SUITE 109, CELEBRATION, FL, 34747
- Phone
- 407-477-4887
- Website
- HTTPS://WWW.ALLGOODFIN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.35B
- Discretionary AUM
- $4.32B
- Non-discretionary AUM
- $31.5M
- Discretionary accounts
- 21,630
- Non-discretionary accounts
- 212
- Total accounts
- 21,842
- AUM per client
- $193K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 73 | $13.0M |
| Charitable organizations | 64 | $11.6M |
| High net worth individuals | 789 | $1.46B |
| Pension and profit sharing plans | 219 | $15.0M |
| Individuals (other than high net worth individuals) | 21,451 | $2.85B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PLANNING SUBSCRIPTION FEE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11B1
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 140 | 135 | decreased by5 |
| Apr 1, 2026 | Clients | 15,732 | 22,596 | increased by6,864 |
| Apr 1, 2026 | AUM | $3,486,583,189 | $4,350,187,761 | increased by$863,604,572 |
| Apr 1, 2026 | Accounts | 18,113 | 21,842 | increased by3,729 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 129 | 140 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10,685 | 15,732 | increased by5,047 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,731,154,262 | $3,486,583,189 | increased by$755,428,927 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14,607 | 18,113 | increased by3,506 |
| Apr 1, 2022 | Employees | 118 | 129 | increased by11 |
| Apr 1, 2022 | Clients | 8,106 | 10,685 | increased by2,579 |
| Apr 1, 2022 | AUM | $1,854,158,498 | $2,731,154,262 | increased by$876,995,764 |
| Apr 1, 2022 | Accounts | 11,133 | 14,607 | increased by3,474 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOOD LIFE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOOD LIFE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.