CE
CFP · ChFC

Charles Robert Elhoff

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

2395 Lancaster Pike, Reading, PA, 19607

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Regulatory History (2)
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
October 2016
Denied
Customer Dispute
May 1990
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles sells non-variable insurance products including life, fixed annuity, disability income, and long-term care insurance, dedicating about 20% of his time to this. He is also a licensed life and health insurance agent and counselor, and provides investment advisory services through Good Life Advisors, LLC.

Employment History
Current Registrations
Good Life Advisors, LLC
September 2021 - Present · 4 yrs 4 mos
LPL Financial LLC Broker
June 2014 - Present · 11 yrs 7 mos
Previous Registrations
Level Four Advisory Services
July 2014 - October 2021 · 7 yrs 3 mos
Vsr Financial Services, INC.Broker
September 2009 - June 2014 · 4 yrs 9 mos
Vsr Advisory Services
September 2009 - June 2014 · 4 yrs 9 mos
H. Beck, INC.
February 2002 - September 2009 · 7 yrs 7 mos
H. Beck, INC.Broker
February 2002 - September 2009 · 7 yrs 7 mos
MML Investors Services, INC. Broker
November 2001 - February 2002 · 3 mos
H. Beck, INC.Broker
September 1987 - December 2001 · 14 yrs 3 mos
Lowry Financial Services CorporationBroker
February 1984 - September 1987 · 3 yrs 7 mos
Cigna Securities, INC.Broker
May 1974 - February 1984 · 9 yrs 9 mos
State Registrations17 states
COFLGALAMIMNMONCNYOHOKORPASCTXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.