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advisor

Justin Hall, CFP®

Good Life Private Wealth, LLC

1401 Jones Street
Suite 210

Fort Worth, TX 76102

8178648560

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About Good Life Private Wealth, LLC

Good Life Private Wealth is a fee-only fiduciary wealth management firm based in Fort Worth, Texas. We work primarily with business owners, executives, and high-income professionals whose financial lives have become more complex over time.

Many of our clients are navigating major financial transitions such as selling a business, managing equity compensation, planning around a significant increase in income, or coordinating multigenerational wealth decisions. In these situations, the challenge is often not access to adviceit's making sure every financial decision works together as part of a larger strategy.

Our role is to help clients coordinate investments, tax planning, retirement decisions, estate planning, and cash flow in a clear and organized way. We often work alongside CPAs and estate attorneys to help ensure strategies remain aligned as life evolves.

As a fee-only firm, we do not receive commissions or third-party compensation. Every recommendation is made in our clients' best interests.

We intentionally maintain a limited number of client relationships so we can provide thoughtful advice, proactive communication, and long-term partnership.

See Disclosures

General Information

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 Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Compliance

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 65

Firm Information

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

Compensation and Fees

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

Education

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

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891503/rothira-Good-Life-Private-Wealth,-LLC-detailed-disclosure.html

Disclaimer

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.

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