# Your Richest Life

> 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.

- CRD: 171609
- Filed as: YOUR RICHEST LIFE
- Legal name: Your Richest Life, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171609
- AdvisorCensus page: https://advisorcensus.com/firm/your-richest-life-plano-tx-171609

## Quick answers

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $28,748,851
- Discretionary: $17,053,659
- Non-discretionary: $11,695,192

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $7,182,904 |
| High net worth individuals | 8 | $12,268,147 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $8,761,696 |
| Corporations or other businesses not listed above | 2 | $536,104 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yourrichestlifeplanning.com
- yrlplanning.com
- Facebook @YRLPLANNING
- Instagram @katieyrl
- LinkedIn @KATIEBREWERCFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Your Richest Life (CRD 171609): Form ADV filing data as of October 2026.