Katie Brewer
Your Richest Life, LLC · Plano, Texas
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.
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Specialties
Who they serve
- Physicians
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 |
| Assets under management | $28.7M across 110 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 4841855 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | yourrichestlifeplanning.com |
| Profile |
How Katie's firm compares
- Your Richest Life, LLC's average account is about $261,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Katie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on physicians & residents
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Your Richest Life, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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