Christopher Todd Robinson
Advisor at RFG Wealth Advisory — Argyle, TX
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.
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
ChFC®, Series 63, Series 65
Experience Industry experience
31 years
Location
Argyle, TX 76226
RFG Wealth Advisory
Team
Total advisors
7Clients per advisor
59 TypicalAvg AUM per client
$1,284,209 TypicalHNW client ratio
36% TypicalChristopher Robinson is a financial advisor at RFG Wealth Advisory with over 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and Veravest Investment Advisors. Outside of his advisory duties, he is involved in several business ventures, including ownership in real estate and related entities. RFG Wealth Advisory serves individual and high-net-worth clients with wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts, employing a variety of investment methods including derivatives and options strategies within separately managed accounts.
Based on RFG Wealth Advisory
Fixed fee up to $5,000 for stand-alone financial planning services, negotiable based on scope
$0 - $499,999: 1.75% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.10% $3,000,000 - $4,999,999: 1.00% $5,000,000+: 0.90%
Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees
Minimum fee: Minimum annual fee of $5,000 for wealth management services
Argyle, TX
130 Old Town Blvd. South, Suite 100
Argyle TX 76226
Advisors at this office
7
Louisiana · Texas
31 years of industry experience
LPL Financial
2018 - 2025 • 7 years
Argyle, TX
RFG Wealth Advisory (RFG Holdings Inc.)
2014 - Present • 12 years
Argyle, TX
INVEST Financial Corporation
2003 - 2018 • 15 years
Tampa, FL
Veravest Investment Advisors, Inc.
2000 - 2003 • 3 years
Dallas, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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