Resource Consulting Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Resource Consulting Group, Inc. provides personalized, fee‑only financial planning and investment consulting to individuals, trusts, estates and small businesses, offering comprehensive wealth management, modular planning, qualified retirement plan (QRP) consulting and hourly consultations. The firm generally requires at least $500,000 in investable assets to be eligible for its wealth management services and states that it does not manage client assets or accept commissions as the RIA.
The firm describes a holistic, values‑based planning process that produces written evaluations (net worth statements, cash‑flow and tax projections) and investment policy statements; it uses both strategic and tactical asset‑allocation guidance and has five risk‑adjusted model portfolios for advising on mutual funds, ETFs and a range of alternative investments. While the RIA provides investment advice, clients retain custody and final decision‑making, and fee‑based asset management and security products are available only through the advisors’ separate affiliation with the broker/dealer Osaic Wealth, Inc.
Noteworthy departures from many peers are that the RIA does not charge percentage‑of‑assets‑under‑management fees and does not provide portfolio management within the advisory firm — instead relying on fixed or hourly planning fees and elective consulting arrangements (QRP consulting can account for roughly 10–25% of firm billings). The brochure also discloses that an affiliated entity reports broker‑dealer revenue (ownership split approximately 90%/10% among the firm’s principals) and that two advisors accepted conditional forgivable loans from Osaic Wealth, Inc. (issued September 2019 for $30,000 and $85,000, forgiven over five years), a potential conflict the firm says it reviews periodically.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Modular financial planning fees starting at $750 for balance sheet plus one topic; additional $500 per additional planning topic
$500,000 - $1,000,000: Minimum $3,000 financial plan fee $1,000,001 - $2,500,000: $3,000 - $5,000 financial plan fee $2,500,001 - $5,000,000: $5,000 - $7,000 financial plan fee > $5,000,000+: $7,000 - $10,000+ financial plan fee
$225 per hour for limited scope financial consultation
Account minimum: $500,000 in investable assets Minimum fee: Minimum $3,000 for financial planning for clients with $500,000-$1,000,000 net worth; $600 minimum annual fee for Qualified Retirement Plan consulting Fee-only: Fee-only financial planning and consulting services; no commissions accepted by the firm
Main office
10415 Morado Circle, Bldg 1, Suite #150
Austin TX 78759
Advisors at this office
3
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
Advisors at this firm
Scott N
CFP®, Series 63
Austin, TX
Resource Consulting Group, Inc.
Scott Nazarenus is a CFP® with 31 years of industry experience and is affiliated with Resource Consulting Group, Inc. in Austin, TX. His career includes roles at FSC Securities Corporation and Osaic Wealth, Inc. He serves as Chief Investment Officer for RCG Finish Well, LLC, a wealth management firm where he is a non-managing, minority member. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers comprehensive and modular planning, qualified retirement plan consulting, and hourly consultations, using a holistic, values-based approach without managing client assets directly.
Robyn K
Series 63, Series 66
Austin, TX
Resource Consulting Group, Inc.
Robyn Krahn is a financial advisor with Resource Consulting Group, Inc. in Austin, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., FSC Securities Corporation, and LPL Financial, LLC. She is also a senior wealth manager at RCG Finish Well, LLC, an investment-related LLC. Resource Consulting Group, Inc. provides personalized, fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers a holistic, values-based planning process with written evaluations and investment policy statements, focusing on strategic and tactical asset allocation while clients retain custody and decision-making authority.
David R
CFP®, Series 63, Series 65
Austin, TX
Resource Consulting Group, Inc.
David Robinson is a CFP® professional with 37 years of experience in financial advisory services. He is president of Resource Consulting Group, Inc., where he has worked since 1989, and also serves as managing member of RCG Finish Well, LLC, his wealth management firm. Prior to this, he was associated with Fsc Securities Corporation from 1989 to 2023. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses, focusing on a values-based planning process with written evaluations and tailored asset allocation guidance. The firm does not manage client assets directly and offers modular planning and qualified retirement plan consulting using fixed or hourly fees instead of percentage-based asset management charges.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)