Rfg Wealth Advisory's Form ADV discloses 1.75% on the first $500,000, 1.50% on the next $500,000, 1.35% on the next $2 million, 1.10% on the next $2 million, and 0.90% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #173862), Rfg Wealth Advisory is subject to fiduciary duty under federal law.
Rfg Wealth Advisory is headquartered in ARGYLE, TX.
Rfg Wealth Advisory serves 147 high-net-worth clients according to their SEC filing dated May 11, 2026. View client details ↓
According to their SEC Form ADV, Rfg Wealth Advisory offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Rfg Wealth Advisory manages $477 million in client assets according to their SEC filing dated May 11, 2026.
According to their SEC Form ADV, Rfg Wealth Advisory serves high-net-worth individuals and institutional clients. View client details ↓