Firm Information

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.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
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Advisor Information

Office location

2395 Lancaster Pike, Reading, PA, 19607

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Regulatory History (2)
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Criminal
July 2018
Final Disposition
Criminal
April 2018
Final Disposition
Employment History
Current Registrations
Good Life Advisors, LLC
February 2024 - Present · 1 yr 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Ashlee L Jones - Financial Advisor | AdvisorDiscover