# Katie Brewer

> Katie Brewer is a fee-only financial advisor at Your Richest Life, LLC in Plano, Texas, who holds the CFP and MBA credentials. Katie focuses on physicians & residents, student loans and retirement planning. Your Richest Life, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/katie-brewer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Your Richest Life, LLC
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $28.7M across 110 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Physicians & residents, Student loans, Retirement planning
- **Works with:** Physicians
- **CRD:** 4841855 (https://adviserinfo.sec.gov/individual/summary/4841855)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2004), Series 65 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://yourrichestlifeplanning.com

## Frequently asked questions

### Is Katie Brewer a fee-only financial advisor?

Yes. Katie Brewer is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Katie's firm.

### How does Katie charge for financial advice?

Katie's firm, Your Richest Life, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Katie Brewer based?

Katie Brewer is based in Plano, Texas.

### What does Katie specialize in?

Katie's specialties include physicians & residents, student loans and retirement planning. Katie works with physicians.

### What credentials does Katie Brewer hold?

Katie Brewer holds the CFP and MBA credentials.

### Is Katie Brewer registered with the SEC?

Yes. Katie Brewer is registered as an investment adviser representative in TX (CRD 4841855), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Your Richest Life, LLC manage?

Your Richest Life, LLC reports $28.7M across 110 accounts in assets under management.

### How do I contact Katie Brewer?

Through Katie's website, yourrichestlifeplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38200): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://yourrichestlifeplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.