Good Life Wealth Management LLC fees and pricing

Financial planner in Hot Springs, Arkansas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Good Life Wealth Management LLC charges a quarterly fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee
$2,500/qtr
“Clients who seek financial planning without managing your investments will be assessed a $2,500 quarterly fee which is due at the beginning of each quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

About Good Life Wealth Management LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
36
Employees
1
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed
$19,907,999
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
171175
Website
yourlastfiveyears.com (opens in new tab)
Phone
(214) 478-3398

Can advise clients in 2 states: Arkansas, Texas

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