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Request a Free TrialFirm Details
- Custodian
- Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-2019
- Office Locations
- 2
Office Locations
About YES Life Financial
Yes Life Financial is a Glen Allen, VA RIA led by founder Cory Nichols providing 1-on-1 financial planning and ongoing portfolio management for families seeking values-aligned guidance. The firm emphasizes behavioral coaching and the psychology of money alongside planning and implementation. Portfolios are primarily built with ETFs, with Betterment Securities as a key custodian. Nichols also runs Cash Camp, a financial literacy program for kids and parents.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Cory Joseph Nichols
Chief Executive Officer, Founder
- CRD
- #6702394
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Robert Scott Gillispie
--
- CRD
- #7890967
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,140,021 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,140,021 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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