RFG WEALTH ADVISORY
Argyle, Texas
5.0
33 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...
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Assets Under Mgmt

$228.6M

Investment Professionals

4

Locations

0

% 401K & Individual

24%

% Discretionary

100%
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
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