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Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Au Train, MI
RFG Advisory, LLC
Multi-team
Angelica Walter is a financial advisor at RFG Advisory, LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Raymond James and Associates and Wells Fargo. Outside of her advisory role, she volunteers as the bookkeeper and program manager for Prodigal Preacher International, a nonprofit providing food and education to children in Kenya and Uganda. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Flat fees for financial planning and consulting services up to $50,000 negotiated per engagement
$0+: up to 2.35% annually (varies by Financial Advisor; schedules are flat, linear, or tiered; negotiated individually) $0+: up to 0.50% RFG annual platform fee (included in total advisory fee) $0+: 0% to 1.00% strategist fee by manager (if applicable) $0+: Sub-adviser fee for Bluemonte Funds: 0.15% annually $0+: Retirement Plan Consulting fees not exceeding 1.00% of plan assets under management, negotiated case-by-case $0+: Annuity management fees up to 1.15% annually (billed quarterly advance) $0+: SMArtX accounts under $10,000 incur additional $10/month platform fee
Some Financial Advisors are also registered representatives and receive commissions for sale of securities and insurance products; RFG receives portion for administrative support
Hourly charges are possible for consulting but specific rates not disclosed
Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity, Pershing and Schwab; $10 per month platform fee for accounts under $10,000 under SMArtX platform Fee-only: Flat fees up to $50,000 for financial planning and consulting services, negotiated between Financial Advisor and Client
Au Train, MI
Au Train MI
Advisors at this office
1
Colorado · Michigan
26 years of industry experience
Private Client Services
2025 - Present • 1 year
Centennial, CO
RFG Advisory, LLC
2025 - Present • 1 year
Au Train, MI
Raymond James and Associates
2016 - 2025 • 9 years
Denver, CO
Wells Fargo Clearing
2011 - 2016 • 5 years
CO
Wells Fargo Investments, Llc
2004 - 2011 • 7 years
CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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