Your Richest Life
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,451,051
Clients
28
Advisors
1
of 2 employees
About
Your Richest Life provides financial planning and investment advisory services to individuals — including high-net-worth clients — and to employer-sponsored retirement plans and their participants. Offerings include comprehensive ongoing, flat-fee, and hourly financial planning, investment management, and qualified retirement plan consulting, including services delivered as a 3(21) fiduciary.
The firm’s investment approach emphasizes passive, asset-allocation-based portfolios built with index mutual funds and ETFs to pursue lower internal costs, tax efficiency, and limited turnover; accounts may be managed on a discretionary or non‑discretionary basis according to client agreements. Clients receive ongoing monitoring and periodic reviews as part of the planning relationship, and the firm integrates participant education into its plan consulting work.
What is distinctive for a supported firm of this size is the regular provision of group educational workshops and fee-based participant presentations (workshop fees are disclosed at $200 per hour) alongside one-on-one planning services. The brochure also notes operational practices that differ from many peers — the firm generally executes client trades separately rather than blocking trades and does not produce firm-generated written reports for investment management clients, relying on custodial statements instead — and its principal holds CFP® certification.
Client services
Expertise
Fee options
Flat fee financial planning ranging from $450 to $10,000 depending on complexity and needs.
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001+: Negotiable
$300 per hour for financial planning in special circumstances.
Comprehensive ongoing financial planning ongoing fee paid monthly or quarterly at $100 to $1,250 per month.
Fee-only: Comprehensive ongoing financial planning: $1,200 to $6,000 upfront plus $100 to $1,250 per month ongoing retainer; Flat fee financial planning: $450 to $10,000 fixed fee; Hourly financial planning: $300 per hour; Group workshops: $200 per hour.
Main office
500 Central Expy, Ste 500
Plano TX 75074
Advisors at this office
1
Most active in
Texas
Also doing business as
Your Richest Life · Your Richest 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
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