RESOURCE CONSULTING GROUP, INC.

Overview

Resource Consulting Group, Inc. is an independent registered investment adviser focused on financial planning for individual and family clients. The firm structures its client engagements on hourly and fixed-fee arrangements rather than on an asset-based model, which signals a service-first, planning-centric practice. It does not act as a capital allocator and relies on outside managers and third-party vehicles to implement investment strategies rather than running proprietary funds. Investment activity centers on a mix of traditional pooled products and externally managed alternative strategies. Resource Consulting Group, Inc. is not positioned as an active ESG investor and is not organized as a multi-state adviser. The firm’s principal advisory offering is financial planning services, with client relationships likely oriented around planning engagements and implementation advice rather than fiduciary asset management mandates.

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Location & Offices