Good Life Advisors, LLC

Registered investment adviser · Celebration, FL · CRD #171898

Form ADV data as of 2026-09-01

Regulatory assets

$4.35 billion

Total accounts

21,842

Employees

135

Disclosure events

Firm details

Website: https://www.linkedin.com/in/generations-asset-management/
Telephone: 407-477-4887
SEC file number: 801-80003
Most recent Form ADV filing: 2026-07-06
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Convicted of or pled guilty/no contest to a felony (past 10 years)
Convicted of or pled guilty/no contest to an investment-related misdemeanor (past 10 years)
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.32 billion
Non-discretionary regulatory assets under management	$31.5 million
Total regulatory assets under management	$4.35 billion
Discretionary accounts	21,630
Non-discretionary accounts	212
Total accounts	21,842
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	135
Employees performing investment advisory functions (including research)	88
Employees who are registered representatives of a broker-dealer	84
Employees registered as investment adviser representatives with a state	88
Employees registered as IARs for another investment adviser	9
Employees who are licensed insurance agents	72
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$149.3 million
Clients for whom the firm has custody	331
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Affiliated related persons

Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	21,451	$2.85 billion
High net worth individuals	789	$1.46 billion
Pension and profit sharing plans (not the participants or government plans)	219	$15.0 million
Charitable organizations	64	$11.6 million
Corporations or other businesses not listed above	73	$13.0 million