Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
17 years
Location
Prattville, AL
RFG Advisory, LLC
Multi-team
Charles Lineberry is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he operates an independent insurance agency selling property and casualty coverage. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various proprietary and third-party investment models, employing a mix of active and passive strategies alongside specialized services such as sub-advising ETFs and managing assets for investment companies.
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Flat fees charged for financial planning and consulting based on complexity and scope; will not exceed $50,000.
$0+: up to 2.35%, negotiated by Financial Advisor (flat, linear or tiered fee schedules possible) $0+: up to 0.50% RFG annual platform fee included in advisory fee $0+: Bluemonte sub-adviser fee of 0.15% per annum on Bluemonte Funds $0+: Third-party manager strategist fees vary from 0% to 1.0% $0+: Third-party platform fees included in RFG platform fee; SMArtX accounts under $10,000 incur additional $10/month platform fee
Some Financial Advisors are also registered representatives and/or licensed insurance agents earning commissions on sales of securities and insurance products.
Hourly charges may be applied for consulting but specific rates are not clearly stated.
Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity and Schwab; no service fee on Pontera accounts. Fee-only: Financial planning and consulting fees are flat fees negotiated between Financial Advisor and Client, typically not exceeding $50,000; payable monthly, quarterly, semi-annually, one-time or split fees.
Prattville, AL
Prattville AL
Advisors at this office
1
Alabama
17 years of industry experience
RFG Advisory, LLC
2020 - Present • 6 years
Vestavia Hills, AL
Private Client Services
2020 - Present • 6 years
Vestavia Hills, AL
Wells Fargo Clearing
2016 - 2020 • 4 years
Montgomery, AL
Wells Fargo Advisors, LLc
2015 - 2016 • 1 year
Montgomery, AL
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.
Series 65
Montgomery, AL
Goldsmith Martin Wealth Strategy
Joseph Martin is the principal of Goldsmith Martin Wealth Strategy LLC, an independent registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2026. Prior to founding his firm, Martin worked at Montgomery Metro Realty and Common Bond Brewers and spent seven years at Haynes Ambulance of Alabama. He is also active as a Realtor alongside his advisory practice. Goldsmith Martin Wealth Strategy provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies with a focus on client-specific policies, offering discretionary portfolio management and comprehensive written financial plans.
Series 63, Series 65
Montgomery, AL
Rwc Wealth Management, Inc.
Richard Akinyemi is a financial advisor at Rwc Wealth Management, Inc. in Montgomery, AL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rwc Wealth Management since 2012. Akinyemi is also a published author and serves as a director of a non-functioning construction company in Nigeria. RWC Wealth Management provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and corporate entities such as pension and profit-sharing plans. The firm offers individualized Investment Policy Statements, ongoing portfolio monitoring, and corporate consultations, utilizing a mix of analytical approaches and strategies while operating primarily on a non-discretionary basis.
CFP®, CFA®, Series 65
Montgomery, AL
Welon Partners
Robert Allan is a CFP®, CFA®, and Series 65 credentialed advisor at Welon Partners with seven years of industry experience. Prior to joining Welon Partners, he worked at Empirian Health and Hayek Kallen Investment Management. He also dedicates limited time to Welon Consulting, LLC, a small-business advisory founded by Welon Partners managing members in 2024. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes a tax-aware, asset-allocation-based investment approach and coordinates with clients’ tax and legal professionals.
CFA®
Montgomery, AL
Welon Partners
John Steiner is a CFA® charterholder with 10 years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at White Oak Investment Counsel and Oakworth Capital Bank. In addition to his advisory role, Steiner serves as a managing director of Welon Fiduciary Services, a trust services company affiliated with Welon Partners, where he dedicates time to marketing activities. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients, providing discretionary investment management, financial planning, and consulting. The firm emphasizes a custom-tailored investment approach focused on asset allocation, tax-aware strategies, and coordination with clients’ tax and legal professionals.
Series 65
Montgomery, AL
Jackson Thornton Wealth Management, LLC
Nancy Brown is a Series 65-licensed financial advisor at Jackson Thornton Wealth Management, LLC with 14 years of industry experience. She has held various roles within the Jackson Thornton organization since 1996, including positions at Jackson Thornton & Co. P.C., Jackson Thornton Asset Management, LLC, and currently Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and wealth management consultations, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.
Series 63, Series 65
Montgomery, AL
Marble Wealth, LLC
Emily Farrior is a financial advisor at Marble Wealth, LLC in Montgomery, AL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services and Vintage Press. Farrior is dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities on a temporary basis. Marble Wealth provides integrated wealth management services for individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm’s investment approach emphasizes long-term portfolio building using ETFs and individual equities, supported by fundamental and technical analysis, periodic rebalancing, and access to digital-asset custody through Fidelity Digital Asset Services.
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