Paladin Research Report For:
Justin Hall, CFP®
Good Life Private Wealth, LLC
About Justin Hall, CFP®
Most of the people I work with aren't looking for more information, they're looking for clarity.
Financial decisions tend to become more complex during major transitions: selling a business, managing equity compensation, navigating a significant increase in income, or receiving an inheritance. In those moments, the challenge usually isn't access to advice, it's making sure every decision works together as part of a larger plan.
I'm a CFP® professional and Managing Partner of Good Life Private Wealth, a fee-only fiduciary firm based in Fort Worth. I work primarily with business owners, executives, and high-income professionals who want a more coordinated approach to investments, taxes, retirement planning, and major financial decisions.
Before becoming an advisor, I served as Vice President of Operations for one of my family's businesses, overseeing more than 50 employees. That experience continues to shape how I work with clients and think about complex financial decisions.
If your financial life feels more complex than coordinated, I'd be happy to connect.
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
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891503/paladinregistry-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.
Paladin Advisors