Firm
Yes Life Financial
Glen Allen, Virginia
Fee-only
Yes Life Financial at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 233 individual clients.
- Its average account is about $91,000 (assets it manages divided by its 233 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Glen Allen, Virginia |
|---|---|
| Website | yeslife.financial |
| Phone | (804) 869-5861 |
Yes Life Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge 0.75% per year on the first $500,000 of your managed investments (split into quarterly payments)." source
"We charge 0.75% per year on the first $500,000 of your managed investments (split into quarterly payments)." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 233 |
| Accounts managed | 233 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 298020 |