Brenan Volpe
Brenan Volpe is a CFP-designated registered investment advisor at Good Life Advisors, LLC, based in Fuquay Varina, NC, with 10 years of industry experience. Brenan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 22,596 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum advisory fee is up to 3.0% and is negotiable depending on the program, account size, and complexity. Different third-party programs have separate fee caps ranging from 1.20% to 3.0%.
Fee Estimator
Location
145 S. Main Street, Suite 200, Fuquay Varina, NC, 27526
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brenan is involved in several business activities, including real estate rentals, notary services, and Citadel Financial LLC/Planning. He also provides investment advisory services through Good Life Advisors, LLC, dedicating about a quarter of his time, and works as a non-variable insurance agent for The Cason Group, spending minimal time on this.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Robin Loftus, CFPEdward Jones
- John Piersall, CFPOsaic Wealth, INC.
- Jaime Molina, CFPEdward Jones
- Roy Bass, CFPCapital Investment Advisory Services, LLC
- Mary Twiddy, CFPEdward Jones