AA

Anthony Franklin Artero

Good Life Advisors, LLC
24 Years of Experience
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View SEC Summary

Firm Information

Good Life Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$350 - $10,000
Hourly Rate:$100 - $400/hr

Fees for asset management are negotiable, with a maximum of 3.0%. Financial planning fees range from $350 to $10,000 on a fixed fee basis, or $100 to $400 hourly. A planning subscription service is also available, ranging from $50 to $500 monthly, or $150 to $1,500 quarterly. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00% annually), hourly (up to $400 per hour), or a flat rate.

View Full Brochure on SEC
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners

Advisor Information

Office location

11545 West Bernardo Court, Suite 203, San Diego, CA, 92127

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2012
Withdrawn
Customer Dispute
March 2009
Closed-No Action
Customer Dispute
October 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is affiliated with Good Life Advisors, LLC and Ethos Wealth Management as a registered investment advisor, dedicating full-time hours to these roles. He also acts in a fiduciary capacity for a family trust, sells non-variable insurance products, and owns rental real estate, each requiring minimal time.

Employment History
Current Registrations
Good Life Advisors, LLC
June 2016 - Present · 9 yrs 7 mos
LPL Financial LLC Broker
June 2016 - Present · 9 yrs 7 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - June 2016 · 3 yrs 11 mos
First Allied Securities, INC.
August 2011 - July 2012 · 11 mos
Rjl Wealth Management, LLC
April 2010 - July 2011 · 1 yr 3 mos
First Allied Securities, INC.Broker
November 2007 - June 2016 · 8 yrs 7 mos
Raymond J. Lucia Companies, INC.
August 2007 - November 2010 · 3 yrs 3 mos
Securities America Advisors, INC.
July 2007 - August 2007 · 1 mo
Securities America, INC.Broker
July 2007 - November 2007 · 4 mos
Brookstreet Capital Management
September 2003 - July 2007 · 3 yrs 10 mos
Brookstreet Securities CorporationBroker
December 2002 - July 2007 · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
April 2002 - December 2002 · 8 mos
Crown Capital Securities, L.P.Broker
January 2002 - January 2002 · 0 mos
Woodbury Financial Services, INC.Broker
July 2001 - April 2002 · 9 mos
State Registrations15 states
AZCACTFLGAMANCNJNYORPASDTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.