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- Custodian
- Capital Bank · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-2014
- Office Locations
- 1
Office Locations
About Your Richest Life
Your Richest Life Planning is a Plano, TX fee-only advisory firm led by CFP Katie Brewer (15+ years). The practice focuses on busy physicians and Gen X/Y clients, offering virtual and Dallas–Fort Worth-area financial planning and investment planning, including benefits/open-enrollment, retirement, tax, and insurance guidance. Portfolios commonly use mutual funds and ETFs with a risk-managed, asset-allocation approach; affiliated with XY Planning Network.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
KATIE WARD BREWER
Chief Compliance Officer, Financial Planner, Managing Member, President
- CRD
- #4841855
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Andrea Corkovic Gilmore
--
- CRD
- #8206067
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,053,659 | -- |
| Non-Discretionary | $11,695,192 | -- |
| Total | $28,748,851 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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