Yes Life Financial
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About
Yes Life LLC provides portfolio management and comprehensive financial planning services to individual clients through one‑on‑one investment management and virtual financial planning engagements. The firm implements client plans by developing investment policy statements, assisting with outside managers, and recommending the Betterment for Advisors platform for model and custodied portfolios.
The firm primarily practices passive investment management, assembling portfolios from low‑cost index mutual funds and ETFs while using fundamental, technical, and cyclical analyses as part of its investment analysis. Account supervision is driven by client objectives and investment policy statements, with periodic reviews and the option for discretionary trading when clients grant authority.
Distinctive features include a structured, subscription‑style virtual coaching service and self‑paced group education courses—priced and presented as general financial education rather than individualized advice—which the brochure identifies as separate, revenue‑generating offerings. The firm also limits custody to fee debiting, relies on third‑party platforms and outside managers instead of in‑house HNW advisory services, and operates with a small advisory team, indicating a focus on scalable, retail‑oriented delivery.
Client services
Expertise
Fee options
Comprehensive Financial Planning fees range from $25.00 to $250.00 per month, paid monthly in advance, depending on complexity and client needs.
$0 - $500,000: 0.75% $500,001+: 0.35%
Account minimum: $50,000
Main office
2400 Old Brick Road
Glen Allen VA 23060
Advisors at this office
2
Most active in
Virginia
Also doing business as
Yes Life Financial · Yes Life LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert G
Series 65
Glen Allen, VA
Yes Life Financial
Robert Gillispie is a financial advisor at Yes Life Financial with two years of industry experience. He holds a Series 65 designation and has worked with the U.S. Forest Service for over ten years. Outside of his advisory role, he is a partner in a real estate venture. Yes Life Financial provides portfolio management and comprehensive financial planning services primarily to individual clients through virtual engagements. The firm emphasizes passive investment management using low-cost index funds and ETFs, supported by fundamental, technical, and cyclical analyses.
Cory N
Series 63, Series 65
Glen Allen, VA
Yes Life Financial
Cory Nichols is a financial advisor at Yes Life Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various wealth management and insurance roles. Yes Life Financial provides portfolio management and comprehensive financial planning services to individual clients, focusing on passive investment management using low-cost index mutual funds and ETFs. The firm offers virtual financial planning and structured subscription-style coaching, emphasizing scalable, retail-oriented delivery through a small advisory team.
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