Responsive Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$45,949,059
Clients
43
Advisors
1
of 1 employees
About
Responsive Financial Group, Inc. is a state-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, families, trusts, estates, foundations, corporations, and other institutions. As of December 31, 2025 the firm reported managing approximately $59.9 million on a discretionary basis and about $976,582 on a non-discretionary basis, and it also works with accredited investors and qualified eligible participants.
The firm organizes portfolios around model Risk Adjusted Portfolios (RAPs) built within eight defined Management Styles that address capital preservation, accumulation, income generation, and tax-sensitive needs. RFG manages these RAPs with a mix of strategic and limited tactical decisions aimed at reducing downside risk while maintaining exposure to return-generating asset classes; custom RAPs and selective third-party managers are used where appropriate.
Compared with many peers, the firm routinely advises pension and profit-sharing plans and institutional clients and provides pension consulting and ERISA plan services, including constructing RAPs for use as designated investment alternatives and accepting fiduciary roles under Section 3(38) or designing 404(c) model options. It also performs quarterly plan reviews, offers participant education workshops (not individualized advice), and conducts selection and ongoing monitoring of independent advisers—services that are relatively uncommon among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Fee options
Custom consulting, speaking, teaching, or travel-related flat fee per engagement; daily fee for offsite consulting, teaching, and speaking is $3,000; onboarding fee $3,000 to $9,000 (waivable)
Senior Advisor: $500/hour; Portfolio Manager or Financial Planner: $225/hour; Support Staff: $100/hour
Account minimum: $1,000,000 Minimum fee: $1,200 to $6,000 per quarter depending on service complexity; initial fees range from $1,200 to $12,000 Fee-only: Fee-only basis; no commissions accepted
Main office
Milton GA
Advisors at this office
1
Most active in
Georgia · Illinois · 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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