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Katie Brewer, CFP | Your Richest Life, Plano TX

Market Signals EditorialBy Updated:No Comments
0.000
Financial planner
United States
Contact Information
Plano, TX, United States
https://www.yourrichestlifeplanning.com/
Detailed Information
84/100
AI Advisor Match Score
Strong match
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Retirement planning +6Wealth management +6Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Katie Brewer has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Katie Brewer, CFP, founded Your Richest Life, a fee-only financial planning firm in Plano, Texas, serving busy professionals under 55, including physicians and business owners. She brings roughly two decades of experience, including time at LearnVest and boutique firms that served high-net-worth clients. Brewer is a NAPFA member and provides comprehensive planning that covers retirement saving, debt payoff, budgeting, home-purchase decisions, and employee benefits, along with retirement plan guidance for small businesses. She holds an MBA from Texas Tech and a degree from Texas A&M, with planning coursework from Southern Methodist University. Her firm charges flat, fee-only rates rather than commissions, so the planning advice stays independent of product sales. Brewer has been quoted in national outlets including The New York Times and Forbes.

Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #4841855. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method

Fee-Only

Advisor SEC/CRD #

4841855

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