RFG Wealth Advisory

Wealth Management Firm in Argyle, TX

Firm Info
Address: 130 Old Town Blvd S # 100, Argyle, TX 76226, USA
Phone: (940) 464-4104

Firm Size
Assets Under Management: $207.4 million
# of Advisors: 4
# of Clients: 630
Client to Advisor Ratio: 158:1
Average Account Size: $329,216
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Rfg Wealth Advisory Overview

RFG Wealth Advisory is a Fee Only Registered Investment Advisory firm that provides investment advice only to individuals, small businesses, and institutional clients. Since 2018, RFG Wealth Advisory has been offering financial planning and portfolio management services from its headquarters in Argyle, TX. The firm's team of experienced professionals helps clients identify their financial goals, risk tolerance, and time horizon, and then creates personalized investment strategies that align with their objectives. RFG Wealth Advisory's financial planning services are geared towards individual investors who are looking to build, protect, and grow their wealth over the long term. In addition to its financial planning services, RFG Wealth Advisory also offers portfolio management for individuals & small businesses, as well as businesses or institutional clients. The firm's portfolio management services are designed to help clients build diversified portfolios that mitigate risk and generate long-term returns. RFG Wealth Advisory also provides other financial and portfolio consulting services to its clients. Whether a client needs help developing an investment policy statement or analyzing their investment portfolios, RFG Wealth Advisory is dedicated to providing unbiased advice that helps clients achieve their financial goals. Overall, RFG Wealth Advisory's focus on investment advice only, Fee Only fee arrangement, and comprehensive services make it a top choice for investors seeking personalized solutions and advice.

RFG WEALTH ADVISORY is a financial advisory firm that provides various services to clients across the globe. The firm caters to a diverse group of clients, including individuals and high net worth individuals. These clients seek the expertise of RFG WEALTH ADVISORY to manage their assets, mitigate risks, and grow their wealth. With years of experience in the industry, the firm understands the unique needs and requirements of different clients and tailors its services accordingly. From planning for retirement to investing in the stock market, the firm offers a wide range of services to ensure that clients meet their financial goals. In terms of fees, RFG WEALTH ADVISORY provides flexible structures that are customized to the specific needs of clients. Depending on the service provided, clients can choose between percentage of assets under management (AUM) or fixed fees. Percentage of AUM is a popular fee structure where clients pay a percentage of their total assets that are managed by the firm. The percentage varies depending on the size of the portfolio and the type of service provided. Fixed fees, on the other hand, are a predetermined amount that the client pays to the firm for a specific service. This structure is suitable for clients who want predictable costs and a clear understanding of the services provided. With these flexible fee structures, RFG WEALTH ADVISORY ensures that clients receive transparent and affordable financial solutions that meet their unique needs.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for RFG Wealth Advisory states that the minimum investment required to open an account in their Program is $5,000.

How This Office Can Help Argyle, TX Residents

Located in Richmond, Virginia, Cary Street Partners provides financial planning, investment management, and wealth management services to clients in Gray, TN, and beyond. With a team of experienced professionals, Cary Street Partners assists clients in Gray, TN, by offering a wide range of financial services, including wealth management, investment management, and retirement planning. Gray, TN residents may face various financial situations, such as building wealth, managing debt, or planning for retirement. Cary Street Partners is dedicated to helping individuals take control of their finances and achieve their long-term financial goals. With a personalized approach, the company develops customized financial plans tailored to each client's unique situation. They help Gray, TN residents navigate the complexities of the financial world and achieve financial success through sound investment strategies and comprehensive financial planning. Cary Street Partners' team takes the time to understand each client's specific financial needs and goals to create a comprehensive financial plan to achieve those goals.

To view the Minimum Investment and Fee Schedule for Rfg Wealth Advisory, visit their Part 2 Brochure.

Services Offered by Rfg Wealth Advisory

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Rfg Wealth Advisory most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 130 Old Town Blvd S # 100, Argyle, TX 76226, USA
Phone (940) 464-4104
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Rfg Wealth Advisory is registered to service clients in the following states:

  • Louisiana
  • Texas

Disciplinary History

Rfg Wealth Advisory does not have any disclosures. Please visit it's Form ADV for more details.