
1401 Jones Street
Suite 210
Fort Worth, TX 76102
817-864-8560

Good Life Private Wealth is a fee-only, fiduciary wealth management firm based in Fort Worth, Texas. We provide integrated financial planning and investment advisory services for individuals and families whose financial lives have become increasingly complex.
Our clients often include business owners, corporate executives, and high-income professionals navigating events such as a business transition, equity compensation, a significant increase in income, or generational wealth planning. In these situations, the challenge is often not access to advice, but ensuring that financial decisions are coordinated and aligned across the full picture.
Our approach is centered on coordination and accountability. Investment strategy, tax considerations, estate planning, and risk management are addressed as part of a unified framework rather than in isolation. We often serve as a central point of contact alongside our clients CPAs, estate attorneys, and other advisors to help ensure strategies remain aligned as circumstances evolve.
As a fee-only firm, we do not receive commissions or third-party compensation. We operate under a fiduciary standard, meaning every recommendation is made in the best interest of our clients.
We intentionally maintain a limited number of client relationships to allow for thoughtful planning, proactive communication, and continuity of guidance. Our focus is on helping clients make informed decisions, evaluate trade-offs, and bring clarity to complex financial situations over time.
See Disclosures
Firm Start Year
2012
No. of Employees
2-4
CRD#
6599260
Firm CRD#
165613
Name of Custodial Firm
Charles Schwab & Co.
States Licensed in
TX
Years of Experience in Financial Services
10
Number of Years with Current Firm
10
Work Experience
Managing Partner
Good Life Private Wealth | Fort Worth, Texas
Provide comprehensive financial planning and investment advisory services for individuals and families with complex financial lives. Focus on coordinating investment, tax, and estate decisions to support long-term outcomes.
Work primarily with business owners, executives, and high-income professionals navigating liquidity events, equity compensation, and evolving financial situations. Serve as a central point of coordination alongside CPAs, estate attorneys, and other advisors.
Responsible for portfolio oversight, financial planning, and ongoing strategy management. Firm operates as a fee-only fiduciary.
Vice President of Operations
Family Business
Oversaw operations and a team of 50+ employees, with responsibility for day-to-day management and strategic decision-making. Experience informs perspective on business ownership and financial complexity beyond investments.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning
Investment Types
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Your Office, Our Office, Video Conference, Your Home, Our Offices
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Firm's Number of Clients
50
Firm's Number of Planning Clients
50
Firm's Number of Managed Clients
50
Assets Managed by Firm
$50,000,000
Advisor's Number of Clients
50
Advisor's Number of Managed Clients
50
Advisor's Number of Planning Clients
50
Total Assets Under Management by Advisor
$50,000,000
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$200,000
Compensation Methods
Flat Fee, Hourly, Based on Assets
Fee % Based on Assets
0.90%
Hourly Rate
$250
Additional Details on Charges
My annual fee structure is laddered as follows: $0-1 million - 0.90% $1-3 million - 0.60% $3-6 million - 0.30% $6-10 million - 0.25% $10+ million - 0.20%
Minimum Fee Charged for Managed Accounts
$0
Minimum Fee Charged for Hourly Planning Accounts
$0
Bachelors in Business Administration -
Abilene Christian University
08/01/2007 -06/01/2011
Masters in Business Administration - Finance
Oklahoma City University
08/01/2012 -06/01/2014
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1891503/retirementplanning-Good-Life-Private-Wealth,-LLC-detailed-disclosure.html
The information provided on this profile is for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Any opinions expressed are based on current market conditions and are subject to change without notice. Good Life Private Wealth is a fee-only registered investment advisory firm. Advisory services are only provided to clients under a written agreement and in accordance with applicable laws and regulations. Nothing on this profile should be interpreted as a solicitation to buy or sell any securities or to engage in any specific investment strategy. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no guarantees can be made regarding the outcome of any financial strategy. While we may discuss general financial planning concepts, individual circumstances vary, and you should consult with your own financial, tax, or legal advisors before making any decisions. WiserAdvisor is an independent third-party platform. Good Life Private Wealth does not control or guarantee the accuracy of information provided by the platform and is not responsible for its content or services.