Your Richest Life

Your Richest Life (CRD# 171609) is a financial advisory firm headquartered in Plano, TX. They manage $22,374,378 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
500 Central Expy, Ste 500, Plano, TX 75074
http://www.yrlplanning.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $221,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Your Richest Life
Showing 1 - 1 of 1 top financial advisors.
1
Katie Brewer, financial advisor Plano TX
Katie W. Brewer
CRD#: 4841855
500 Central Expy, Ste 500, Plano, TX 75074

Katie Brewer (CRD# 4841855) is an Investment Advisor Representative working at Your Richest Life in Plano, TX and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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