R1 Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,474,792
Clients
43
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$499,414
About
R1 Financial Group is a state-registered independent investment adviser that provides discretionary and non-discretionary portfolio management alongside fee-for-service financial planning to individuals, high-net-worth individuals and trusts. The firm implements client plans using mutual funds, ETFs, individual equities and fixed-income instruments and communicates periodically about account changes and rebalancing.
The firm’s investment process combines fundamental value analysis with technical analysis, typically pursuing a long-term value-oriented strategy while occasionally employing shorter-term trades. Portfolios may be relatively concentrated and can include small- and mid-cap stocks as well as lower-rated, higher-yield fixed-income securities, with ongoing monitoring and periodic rebalancing.
Noteworthy aspects include a relatively modest asset base (about $21.5 million) across roughly 43 client relationships and no stated account minimum, and an explicit willingness to invest in turnaround or negative-earnings companies and in high-yield debt—choices that can increase volatility compared with more broadly diversified peers. The firm also discloses that its adviser holds life and health insurance licensing and may recommend commissionable insurance products, permits client-directed brokerage, and may deduct advisory fees directly from custodian accounts.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Flat fees for financial plans between $0 and $3,000 (negotiable)
0.00% - 3.00% annually (negotiable, based on account size and services)
Up to $300 per hour for financial planning consulting (negotiable)
Fee-only: Financial planning fees: flat fees between $0 and $3,000; hourly fees between $0 and $300 per hour (fees negotiable)
Main office location
R1 Financial Group
13154 Coit Rd., Suite 102 C
Dallas TX 75240, United States
Number of offices
1
Most active in
R1 Financial Group has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
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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.
Forms ADV
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