AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Texas / Dallas / Your Richest Life

Your Richest Life

Plano, TXState-registered investment adviserCRD 171609

Filed as YOUR RICHEST LIFE · Legal name Your Richest Life, LLC

Your Richest Life is a state-registered investment advisory firm in Plano, TX, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

12 years
registered since 2014
$28,748,851
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Your Richest Life compensated?

On its Form ADV (Item 5.E, October 2026), Your Richest Life reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Your Richest Life located?

Your Richest Life's principal office is in Plano, TX, according to its Form ADV.

Is Your Richest Life registered with the SEC or a state?

Your Richest Life is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171609.

How much does Your Richest Life manage?

Your Richest Life reports $28,748,851 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (59% discretionary).

What types of clients does Your Richest Life serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (8); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

Does Your Richest Life report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171609

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$28,748,851

$28,748,851 as of October 2026, filing dated March 27, 2026.

Discretionary: $17,053,659.Non-discretionary: $11,695,192.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 20 Assets $7,182,904 (25%)
High net worth individuals
Clients 8 Assets $12,268,147 (43%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 8 Assets $8,761,696 (30%)
Corporations or other businesses not listed above
Clients 2 Assets $536,104 (2%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
Your Richest Life, LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2014 (12 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
TX

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
yourrichestlifeplanning.comyrlplanning.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Your Richest Life (CRD 171609): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/your-richest-life-plano-tx-171609