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Jessica Rae Fairchild

Advisor at RFG Wealth Advisory — Argyle, TX

Updated today

Credentials

Series 66

Experience

12 years

Location

Argyle, TX 76226

RFG Wealth Advisory logo

RFG Wealth Advisory

Team

Total advisors

7

Clients per advisor

59 Typical

Avg AUM per client

$1,284,209 Typical

HNW client ratio

36% Typical

About

Jessica 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.

Client services

Based on RFG Wealth Advisory

Financial planning Portfolio management
Financial / portfolio consulting services

Expertise

Based on RFG Wealth Advisory

Options & derivatives strategies

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Fee options

Fixed

Fixed fee up to $5,000 for stand-alone financial planning services, negotiable based on scope

Percentage

$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%

Commissions

Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees

Other

Minimum fee: Minimum annual fee of $5,000 for wealth management services

Location

Argyle, TX

130 Old Town Blvd. South, Suite 100

Argyle TX 76226

Advisors at this office

7

Most active in

Texas

Work history

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

Disclosures

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

Business activities & affiliations

Vijay D

Series 65

Northlake, TX

Auri Wealth Advisors

Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Passive / index investing Wealth management ESG / Sustainable investing

Christopher S

CFP®, Series 66

Northlake, TX

Retire With Swan

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Retirement income strategy Social Security optimization Income planning General tax planning Retirement withdrawal strategies Retired Approaching retirement Retired

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
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Dominic Hilario J

Series 65

Flower Mound, TX

DEAJ Insurance and Investments Consulting

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Wealth management Retirement income strategy
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Austin T

CFA®, Series 63

Southlake, TX

Bow Stream Investments LLC

Austin Taylor is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. Bow Stream Investments LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and managed investment pools. The firm focuses on fundamental and economic analysis, specializing in microcap U.S. common stocks with concentrated core portfolios, and employs a variety of strategies including options and leverage for qualified accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Joseph R

Series 65

Corinth, TX

Bridge to Wealth LLC

Joseph Rugger is the sole advisor at Bridge to Wealth LLC in Corinth, TX. He holds a Series 65 designation and has six years of industry experience. Prior to founding Bridge to Wealth, he worked with Aquire Wealth Advisors and has maintained a CPA accounting practice specializing in dental practice accounting and tax services. Bridge to Wealth LLC serves individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a Modern Portfolio Theory-based approach with primarily passive investment management, offering diversified portfolios tailored to client needs, along with retirement-plan consulting and educational seminars.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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