TP
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Tristan Peschka

6 Years of Experience
Alexandria, VA
Broker

Tristan Peschka is a registered investment advisor at Good Life Advisors, LLC, based in Alexandria, VA, with 6 years of industry experience. Tristan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.

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Location

633 South Washington St., Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tristan operates under the DBA Good Life Financial Advisors of NOVA for his LPL business. This investment-related activity takes nearly all of his time.

Employment History
Current Registrations
Good Life Advisors, LLC
September 2023 - Present · 3 yrs
LPL Financial LLCBroker
September 2023 - Present · 3 yrs
Previous Registrations
Ameriprise Financial Services, LLC
August 2019 - September 2023 · 4 yrs 1 mo
Ameriprise Financial Services, LLCBroker
July 2019 - September 2023 · 4 yrs 2 mos
State Registrations2 states
TXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Tristan Peschka - Financial Advisor | TrueAdvisor