Resource Consulting Group, Inc. logo

Resource Consulting Group, Inc.

Updated today
Find your advisor

Client assets under management

$0

Clients

30

83% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

10

Very Low

Average account size

$0

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

Financial planning
Investment consulting services for qualified retirement plan participants.

Expertise

Real estate investing

Occupation focus

Executive Founder/Business Owner

Demographic focus

Approaching retirement Retired Married/Couples/Partners Christian Faith Based

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Modular financial planning fees starting at $750 for balance sheet plus one topic; additional $500 per additional planning topic

Percentage

$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

Project-based

$225 per hour for limited scope financial consultation

Other

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 location

Resource Consulting Group, Inc.

10415 Morado Circle, Bldg 1, Suite #150

Austin TX 78759, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 512-345-7708

Advisors at this firm

Scroll left Scroll right
user avatar

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.

Real estate investing Executive Founder/Business Owner Approaching retirement Retired Married/Couples/Partners Christian Faith Based
user avatar

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.

Real estate investing Executive Founder/Business Owner Approaching retirement Retired Married/Couples/Partners Christian Faith Based
user avatar

David R

CFP®, Series 63, Series 65

Austin, TX

Resource Consulting Group, Inc.

David Robinson is a CFP® with 36 years of industry experience and serves as President of Resource Consulting Group, Inc. He has been with Resource Consulting Group since 1989 and has also worked at OSAIC Wealth, Inc. since 2023. In addition to his advisory role, Robinson manages RCG Finish Well, LLC, a wealth management firm where he oversees business operations and compliance. Resource Consulting Group, Inc. provides personalized, fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm emphasizes a holistic, values-based planning process and offers modular planning, qualified retirement plan consulting, and hourly consultations without managing client assets or charging asset-based fees.

Real estate investing Executive Founder/Business Owner Approaching retirement Retired Married/Couples/Partners Christian Faith Based
Warmer team member

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.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")