A complete list of active advisors currently associated with Resource Consulting Group, Inc.

Warmer can help you find a great advisor at Resource Consulting Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Resource Consulting Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.