Form ADV Part 2A
Good Deals Advisors, LLC
5900 Balcones Dr, Suite 100
Austin, TX 78731
Phone: (816) 607-1217
Email: andrew@gooddeals.work
Brochure Date: March 24, 2026
This brochure provides information about the qualifications and business practices of Good Deals Advisors, LLC. Contact us with any questions.
Good Deals Advisors, LLC is registered as an investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training.
Item 2: Material Changes
This is the initial filing of the Form ADV Part 2A for Good Deals Advisors, LLC. There are no material changes to report.
Item 4: Advisory Business
Firm Description
Good Deals Advisors, LLC is a Texas limited liability company organized in March 2026 and registered as an investment adviser with the Texas State Securities Board. The Firm is owned and managed by Andrew M. Escher, CFA, who serves as the sole Managing Member and Chief Compliance Officer.
Advisory Services
Good Deals Advisors provides comprehensive wealth management and investment advisory services tailored to business owners, entrepreneurs, and individuals. Our services include:
- Wealth Management: Investment strategy, asset allocation, portfolio construction, and ongoing portfolio oversight.
- Financial Planning: Comprehensive planning encompassing retirement, income, cash flow analysis, and goal-based planning.
- Insurance and Protection Planning: Coordination of life insurance, disability income, long-term care, and specialty coverage.
- Estate and Legacy Planning: Coordination with clients' legal and tax advisors.
- Business Consulting: Strategic advisory including organizational design, human capital strategy, and exit planning.
- Fractional CFO and Business Advisory Services: Outsourced CFO services for small to mid-size businesses.
Assets Under Management
Good Deals Advisors is a newly formed investment adviser and does not currently manage any client assets.
Item 5: Fees and Compensation
Investment Advisory Fees
Good Deals Advisors charges an annual advisory fee of up to 1.50% of assets under management. The specific fee is agreed upon at engagement. Fees are typically billed quarterly in advance.
Financial Planning Fees
For standalone financial planning engagements, Good Deals Advisors may charge a fixed fee of $1,000 or more depending on complexity.
Fractional CFO and Business Advisory Fees
For fractional CFO and business advisory engagements, fees are charged on an hourly, monthly retainer, or project basis.
Other Fees and Expenses
Clients may incur custodial fees, transaction costs, wire transfer fees, and fees from mutual funds and ETFs. If accounts use Altruist LLC's Model Marketplace or tax management tools, additional fees of 0.00% to 1.00% may apply.
Insurance Commissions
Andrew Escher is a licensed insurance agent and may earn commissions from the sale of insurance products. This creates a potential conflict of interest that is disclosed to clients.
Item 9: Disciplinary Information
Neither Good Deals Advisors nor Andrew Escher has any disciplinary information to report.
Item 10: Other Financial Industry Activities and Affiliations
Andrew Escher is a licensed insurance agent in Texas and may earn commissions from insurance sales.
Good Deals Advisors recommends Altruist Financial LLC as custodian. The Firm maintains an institutional relationship with Altruist but is not affiliated with Altruist.
Item 11: Code of Ethics
Good Deals Advisors has adopted a Code of Ethics pursuant to Rule 204A-1 under the Investment Advisers Act of 1940. A copy is available upon request.
Item 14: Client Referrals and Other Compensation
Good Deals Advisors does not compensate any person for client referrals.
Item 15: Custody
Client assets are held at Altruist Financial LLC, an unaffiliated SEC-registered broker-dealer and member of FINRA and SIPC. Clients receive account statements directly from Altruist on at least a quarterly basis.
Item 17: Voting Client Securities
Good Deals Advisors does not vote proxies on behalf of clients. Clients retain the right and responsibility to vote all proxies.
Item 18: Financial Information
Good Deals Advisors does not have any financial condition that is likely to impair our ability to meet contractual commitments to clients.