Robert Gillispie
Yes Life Financial · Glen Allen, Virginia
Robert Gillispie is a fee-only financial advisor at Yes Life Financial in Glen Allen, Virginia. Robert charges a percentage of assets (0.75% a year on the first tier of assets managed).
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Facts
| Firm | Yes Life Financial |
|---|---|
| Based in | Glen Allen, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $21.1M across 233 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7890967 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.yeslife.financial |
| Profile |
How Robert's firm compares
- Yes Life Financial's average account is about $91,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about Robert
Is Robert Gillispie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Yes Life Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets.
How much does Robert charge?
According to Yes Life Financial's website, checked October 30, 2026: 0.75% a year on the first tier of assets managed.
Where is Robert Gillispie based?
Robert Gillispie is based in Glen Allen, Virginia.
Is Robert Gillispie registered with the SEC?
Yes. Robert Gillispie is registered as an investment adviser representative in VA (CRD 7890967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yes Life Financial manage?
Yes Life Financial reports $21.1M across 233 accounts in assets under management.
How do I contact Robert Gillispie?
Through Robert's website, www.yeslife.financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Yes Life Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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