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Rfg Wealth Advisory
Argyle, Texas
5.0
25 Reviews
RFG Wealth Advisory is a small investment advisory firm based out of Argyle, TX, boasting a team of dedicated professionals who specialize in providing top-notch investment advisory services. With a total of seven employees, four of whom are skilled investment advisors, RFG Wealth Advisory operates from a single office location.
The firm maintains an impressive average of approximately $57,150,000 in assets under management per investment advisor, aligning closely with the industry average. RFG Wealth Advisory offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees...see more
Assets Under Mgmt
$228.6M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other: FINANCIAL / PORTFOLIO CONSULTING SERVICES
Reviews for Rfg Wealth Advisory
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