Jessica Rae Fairchild
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
Series 66
Experience Industry experience
12 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% TypicalJessica Fairchild is a financial advisor at RFG Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and previously worked at Fisher Investments, J.P. Morgan Securities, and Morgan Stanley. Outside of finance, she owns and operates Empowerment Performance Coaching, a personal training business offering fitness and meal planning services. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm manages roughly 415 households and over $550 million in client assets, employing a range of investment strategies including options and derivatives within customized portfolios.
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
Texas
12 years of industry experience
RFG Wealth Advisory
2026 - Present • 1 year
Argyle, TX
Fisher Investments
2018 - 2026 • 8 years
Plano, TX
You Are a Force Fitness
2017 - 2026 • 9 years
Dallas, TX
AmWay
2017 - 2017 • 1 year
Abiline, TX
Jessica Swinea Cattle Co.
2016 - 2026 • 10 years
Dallas, TX
J.P. Morgan Securities
2015 - 2018 • 3 years
Wichita Falls, TX
Morgan Stanley
2014 - 2015 • 1 year
Wichita Falls, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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