Katie Brewer is a CFP-designated registered investment advisor at Your Richest Life, based in Plano, TX, with 18 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 7 more. Their firm serves 40 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
500 Central Expy, Ste 500, Plano, TX, 75074
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Your Richest Life
Previous Registrations
Learnvest Planning Services, LLC
Placemark Investments, INC.
Thrivent Investment Management INC.
LPL Financial Corporation
Commonwealth Financial Network
Quest Capital Management, INC.
MML Investors Services, INC.
Lincoln Financial Advisors Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hi! I’m Katie Brewer, CFP® and I started Your Richest Life because I believe that professionals should have access to a financial coach. The financial world looks nothing like it did for our parents, so members of Generations X and Y are creating their own financial path. I can work with you to relieve stress about money by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them. I provide comprehensive financial coaching through fee-only services. Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I have only one person to answer to for the work I do – you!