RFG Wealth Advisory

RIASEC Registered

Total AUM

$554M

Discretionary

$554M

100% of AUM

Avg account

$376K

Accounts

1,471

Employees

Advisory reps

Firm details

Headquarters: Lantana, Texas
CRD number: 173862
Registered since: March 26, 2018
Website: rfgwealthadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI74.94%
Individuals21.29%
Corporations / Businesses3.49%
Charitable Organizations0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RFG Wealth Advisory is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registered in 2018) and serves both individual and family clients as well as institutional clients. Its advisory offerings center on financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. RFG charges fees based on a percentage of assets under management and via fixed-fee arrangements. RFG identifies itself as a non-ESG investor and does not operate as a separate capital allocator. Its practice is oriented toward discretionary portfolio management and planning rather than pension consulting or multi-state adviser activity.