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Chris David Abeyta

Advisor at RFG Advisory, LLC — Colorado Springs, CO Middle Creek Pkwy

Updated today

Credentials

Series 65

Experience

12 years

Location

Colorado Springs, CO 80921

RFG Advisory, LLC logo

RFG Advisory, LLC

Multi-team

Total advisors

191

Across 86 offices

Clients per advisor

90 High

Avg AUM per client

$295,694 Very Low

HNW client ratio

7% Low

About

Chris Abeyta is a financial advisor at RFG Advisory, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at RFG Advisory since 2024, following a decade at Accelerated Wealth Advisors LLC and related entities. Abeyta also serves as president of High Trust Financial & Consulting Inc., a holding company for financial assets. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through model strategies and third-party platforms, acting as a sub-adviser to multiple ETFs and serving investment company and municipal clients.

Client services

Based on RFG Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on RFG Advisory, LLC

Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Occupation focus

Based on RFG Advisory, LLC

Founder/Business Owner Executive Retired

Demographic focus

Based on RFG Advisory, LLC

Women Professionals Mid-Career Professionals

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Fee options

Fixed

Flat fees for financial planning and consulting services up to $50,000 negotiated per engagement

Percentage

$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

Commissions

Some Financial Advisors are also registered representatives and receive commissions for sale of securities and insurance products; RFG receives portion for administrative support

Project-based

Hourly charges are possible for consulting but specific rates not disclosed

Other

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

Location

See office

Colorado Springs, CO Middle Creek Pkwy

555 Middle Creek Pkwy

Colorado Springs CO 80921

Advisors at this office

6

Most active in

Colorado · Texas

Work history

12 years of industry experience

RFG ADVISORY, LLC dba CONFIDENCE FINANCIAL PARTNERS

2024 - Present • 2 years

Colorado Springs, CO

Accelerated Wealth Advisors LLC

2014 - 2024 • 10 years

Colorado Springs, CO

Accelerated Wealth, LLC

2013 - 2024 • 11 years

Colorado Springs, CO

AW Holdings LLC

2012 - Present • 14 years

Colorado Springs, CO

ASI Capital, LLC

2012 - 2018 • 6 years

Colorado Springs, CO

High Trust Financial & Consulting Inc.

2009 - Present • 17 years

Monument, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andy H

Series 66, Series 7

Colorado Springs, CO

Creative Financial Designs, Inc.

Andy Hackett is a financial advisor with Creative Financial Designs, Inc. in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at CFD Investments, Cuso Financial Services, and Waddell & Reed, Inc. Outside of his advisory work, he served as Stewardship Manager for The Dale House Project, overseeing property maintenance and advising on larger initiatives. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Long-term care insurance Retirement income strategy General retirement planning Roth conversion strategy Annuities Religious/faith focused
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Terry T

Series 65

Colorado Springs, CO

Replica Wealth Advisors Inc

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Income planning Social Security optimization Roth conversion strategy Retirement income strategy General retirement planning
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Douglas H

CFP®, Series 63, Series 65

Colorado Springs, CO

First Light Financial

Douglas Holden is a CFP®-certified financial advisor with 10 years of industry experience. He is the sole advisor at First Light Financial in Colorado Springs, CO, and has a long-standing career at Performance Technologies, Inc. since 1995. First Light Financial is an independent, fee-only advisory firm serving primarily individual clients. The firm uses a passive, low-cost index-based strategy called TIPS Plus!, focusing on customized financial planning and investment management with client involvement in portfolio decisions.

Passive / index investing
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Aaron R

Series 65

Colorado Springs, CO

Strong Mountains Financial Planning

Aaron Ritchie is the principal of Strong Mountains Financial Planning in Colorado Springs, CO. He holds a Series 65 designation and has extensive experience in the financial services industry, including 18 years at USAA and roles at Progressive Insurance. Ritchie has operated his independent advisory firm since 2026. Strong Mountains Financial Planning is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis, using both passive and active investments to construct portfolios aligned with long-term objectives and client-specific considerations.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Dan H

CFP®

Colorado Springs, CO

Cornerstone Financial Planning

Cornerstone Financial Planning is an independent, fee-only wealth management firm helping individuals and families steward wealth intentionally through proactive financial planning, prudent investing, and values-driven decision-making. We work with clients who want to build wealth with purpose, pursue long-term financial independence, and align their financial lives with what matters most. Services include comprehensive financial planning, investment management, retirement planning, tax-efficient investing, real estate planning and investment analysis, risk management, and ongoing financial guidance. With personal experience in real estate investing, we help clients evaluate opportunities, navigate complexity, and make more confident financial and real estate decisions. Our approach is personalized, relationship-driven, and built around helping clients simplify complex financial decisions so they can live more intentionally and create a meaningful, impactful life.

General tax planning Wealth management Self-Employed Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Erika W

Series 65, Series 66

Colorado Springs, CO

Sagegrove Investment Advisory Group, LLC

Erika Williams is the principal advisor at Sagegrove Investment Advisory Group, LLC in Colorado Springs, CO, holding Series 65 and Series 66 licenses with seven years of industry experience. Her prior work includes roles at RSF Social Finance and J.P. Morgan Securities, among others. She serves as an unpaid board member of the Aquillius Institute and as Senior Officer for Impact Investing at the Colorado Health Foundation, where she manages mission-related investments focused on health equity. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and consulting services to high-net-worth individuals, charitable organizations, and corporations, emphasizing integrated estate, tax, and philanthropic strategies. The firm employs a stewardship-oriented investment philosophy focused on long-term portfolio construction with tax-aware management and values-based overlays.

Concentrated stock management Tax-loss harvesting ESG / Sustainable investing Business succession planning General estate planning guidance Executive Founder/Business Owner
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