Client Relationship Summary

Good Deals Advisors, LLC

March 24, 2026

Good Deals Advisors, LLC is registered with the Texas State Securities Board as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at investor.gov/CRS.

What investment services and advice can you provide me?

We offer investment advisory services to individuals, business owners, families, trusts, estates, and small business retirement plans. Our services include wealth management, financial planning, insurance and protection planning, estate and legacy planning, business consulting, and fractional CFO services.

For wealth management clients, we provide ongoing monitoring and conduct formal reviews at least quarterly. We may manage your account on a discretionary or non-discretionary basis. We recommend Altruist Financial LLC as custodian and are not affiliated with Altruist.

Conversation starters:

  • Given my financial situation, should I choose an investment advisory service? Why or why not?
  • How will you choose investments to recommend to me?
  • What is your relevant experience, including your licenses, education, and other qualifications?

What fees will I pay?

Our principal fee for wealth management is an asset-based fee of up to 1.50% per year of the assets in your account, billed quarterly in advance. The more assets in your account, the more you will pay in fees.

For standalone financial planning, we charge a fixed fee of $1,000 or more. For fractional CFO and business advisory services, we charge hourly, monthly retainer, or project-based fees.

You will also pay fees to Altruist Financial LLC, including transaction fees and fees from mutual funds or ETFs held in your account.

Conversation starters:

  • Help me understand how these fees and costs might affect my investments.
  • If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?

What are your legal obligations and conflicts of interest?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.

  • Our principal, Andrew Escher, is a licensed insurance agent and may earn commissions when insurance products are recommended. When recommending insurance products, we are not acting as your fiduciary under the Investment Advisers Act.
  • We participate in Altruist LLC's Model Marketplace and may benefit from operational efficiencies through our institutional relationship with Altruist.

Conversation starters:

  • How might your conflicts of interest affect me, and how will you address them?

How do your financial professionals make money?

Andrew Escher is compensated through the Firm's advisory fee revenue and through insurance commissions earned from the placement of insurance products. His compensation is not based on the amount of client assets he services or product sales.

Do you or your financial professionals have legal or disciplinary history?

No. Visit investor.gov/CRS for a free search tool to research us.

Conversation starters:

  • As a financial professional, do you have any disciplinary history? For what type of conduct?

Additional Information

For additional information, see our Form ADV Part 2A brochure at adviserinfo.sec.gov or upon request.

Contact Andrew M. Escher, CFA at (816) 607-1217 or andrew@gooddeals.work.

Conversation starters:

  • Who is my primary contact person? Who can I talk to if I have concerns about how this person is treating me?