Yes Life Financial fees and pricing

Principal: Cory Nichols
Firm size: 2 employees.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2019 (7 years).

Financial planner in Glen Allen, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 6, 2026, Yes Life Financial charges a monthly fee of $25⁠-⁠$250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $25⁠-⁠$250/mo; “Comprehensive Financial Planning (Virtual Financial Coaching) Comprehensive Financial Planning does not consist of an upfront charge, but rather consists of an ongoing fee that is paid monthly, in advance, at the rate of $25.00 to $250.00 per month, depending on the complexity and needs of the client.”

Payment and refund terms, quoted from the fee section of the brochure.

“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.75% a year
Clients: 233
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $21,140,021
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 298020
Website: yeslife.financial (opens in new tab)
Phone: (804) 869-5861

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.