Good Life Advisors, LLC

Good Life Advisors, LLC (CRD# 171898) is a financial advisory firm headquartered in Wyomissing, PA. They manage $390,943,113 in 4,794 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    4,794
    ACCOUNTS
  • Average Account Value
    $81,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

Financial Advisors at Good Life Advisors, LLC
Showing 1 - 10 of 36 top financial advisors.
1
Fred S. Claghorn
CRD#: 5302349
1124 Park West Blvd, Suite 205, Mount Pleasant, SC 29466
96
Wealthminder
score

Fred Claghorn (CRD# 5302349) is an Investment Advisor Representative working at Good Life Advisors, LLC in Mount Pleasant, SC and has over 10 years of experience in the finance industry. Fred Claghorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael F. Law
CRD#: 4369709
100 North Pointe Circle, Ste 301, Seven Fields, PA 16046
96
Wealthminder
score

Michael Law (CRD# 4369709) is an Investment Advisor Representative working at Good Life Advisors, LLC in Seven Fields, PA and has over 16 years of experience in the finance industry. Michael Law has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jason L. McCaleb
CRD#: 3251665
1630 E. White Mtn.blvd., Unit D3, Pinetop, AZ 85935
96
Wealthminder
score

Jason McCaleb (CRD# 3251665) is an Investment Advisor Representative working at Good Life Advisors, LLC in Pinetop, AZ and has over 17 years of experience in the finance industry. Jason McCaleb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Celia M. Scott
CRD#: 2870484
350 Pine Street, Suite 1419, Beaumont, TX 77701
96
Wealthminder
score

Celia Scott (CRD# 2870484) is an Investment Advisor Representative working at Good Life Advisors, LLC in Beaumont, TX and has over 20 years of experience in the finance industry. Celia Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Howard L. Shear, Clu,chfc
CRD#: 1388115
30 Commerce Drive, Wyomissing, PA 19610
96
Wealthminder
score

Howard Shear, Clu,chfc (CRD# 1388115) is an Investment Advisor Representative working at Good Life Advisors, LLC in Wyomissing, PA and has over 24 years of experience in the finance industry.

6
Lisa M. Strohm
CRD#: 4330981
Center Valley, PA
96
Wealthminder
score

Lisa Strohm (CRD# 4330981) is an Investment Advisor Representative working at Good Life Advisors, LLC in Center Valley, PA and has over 16 years of experience in the finance industry. Lisa Strohm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jeffrey R. Bendis
CRD#: 4057468
100 Northpointe Circe, Seven Fields, PA 16046
93
Wealthminder
score

Jeffrey Bendis (CRD# 4057468) is an Investment Advisor Representative working at Good Life Advisors, LLC in Seven Fields, PA and has over 18 years of experience in the finance industry.

8
Wendy R. Bowes
CRD#: 3144278
144 High Street, 1st Floor, Lock Haven, PA 17745
93
Wealthminder
score

Wendy Bowes (CRD# 3144278) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lock Haven, PA and has over 18 years of experience in the finance industry.

9
Denise J. Brochu
CRD#: 5165569
30 Commerce Drive, Wyomissing, PA 19610
93
Wealthminder
score

Denise Brochu (CRD# 5165569) is an Investment Advisor Representative working at Good Life Advisors, LLC in Wyomissing, PA and has over 11 years of experience in the finance industry.

10
Noah H. Brooks
CRD#: 2902842
30 Commerce Drive, Wyomissing, PA 19610
93
Wealthminder
score

Noah Brooks (CRD# 2902842) is an Investment Advisor Representative working at Good Life Advisors, LLC in Wyomissing, PA and has over 18 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.