Colorado Springs, CO Middle Creek Pkwy Office

Team
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RFG Advisory, LLC logo

RFG Advisory, LLC

Multi-team

Firm-wide stats for RFG Advisory, LLC

Total advisors

191

Across 86 offices

Clients per advisor

90 High

Avg AUM per client

$295,694 Very Low

HNW client ratio

7% Low

About

RFG Advisory provides investment advisory and planning services to a broad client mix that includes individual and high‑net‑worth investors, retirement plans and plan participants, and select institutional clients such as investment companies and state or municipal government entities. Services described in the brochure include discretionary portfolio management, financial planning and consulting, retirement plan consulting, referrals to third‑party money managers, sub‑advisory services to exchange‑traded funds, and access to alternative investments and annuity platforms.

The firm’s investment delivery is primarily discretionary and leverages a range of model strategies and third‑party platforms: firm‑managed Bluemonte model portfolios (ETF and mutual‑fund based), direct indexing, SMArtX and other manager marketplaces, and participant‑facing retirement technology such as Pontera and Aspire for employer‑sponsored accounts. RFG also conducts ongoing supervisory and compliance oversight of affiliated and third‑party managers and states its role as an ERISA fiduciary when advising retirement accounts or plan sponsors.

Several features in the brochure distinguish RFG from many multi‑team peers: it acts as sub‑adviser to multiple Bluemonte ETFs and may invest client assets in those funds, it expressly serves investment company clients and state/municipal clients (both noted as less common among peers), and many advisors on the platform are also licensed to sell insurance products and use annuity management platforms. The firm further offers curated access to private and structured investments through providers such as iCapital/CAIS, supports 10b5‑1 trading plans and consolidates various services via custodial relationships and platform arrangements, with disclosures in the brochure about resulting conflicts and mitigation practices.

Based on RFG Advisory, LLC

Expertise

Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Based on RFG Advisory, LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on RFG Advisory, LLC

Demographic focus

Women Professionals Mid-Career Professionals

Based on RFG Advisory, LLC

Location

555 Middle Creek Pkwy

Colorado Springs CO 80921

Advisors at this office

6

Advisors at this office

user avatar

Chris A

Series 65

Colorado Springs, CO

RFG Advisory, LLC

Chris Abeyta is a financial advisor at RFG Advisory, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at RFG Advisory since 2024, following a decade at Accelerated Wealth Advisors LLC and related entities. Abeyta also serves as president of High Trust Financial & Consulting Inc., a holding company for financial assets. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through model strategies and third-party platforms, acting as a sub-adviser to multiple ETFs and serving investment company and municipal clients.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Susan A

CFP®, Series 63, Series 66

Colorado Springs, CO

RFG Advisory, LLC

Susan Auer is a CFP® with 12 years of industry experience and currently serves as a financial advisor at RFG Advisory, LLC. Her prior experience includes roles at Accelerated Wealth Advisors, T. Rowe Price Investment Services, and USAA Financial Planning Services. In addition to her advisory work, she is licensed as an insurance agent. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm primarily offers discretionary portfolio management utilizing various model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Dustin W

Series 65

Colorado Springs, CO

RFG Advisory, LLC

Dustin West is a financial advisor with RFG Advisory, LLC in Colorado Springs, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Accelerated Wealth Advisors LLC and Accelerated Wealth, LLC. Outside of his advisory role, he is involved as an insurance agent with Triad Partners and serves as president of YOUnify Financial LLC. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management and access to a variety of model strategies and alternative investments, and it acts as sub-adviser to multiple ETFs.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Raymond H

CFP®, Series 63, Series 65

Colorado Springs, CO

RFG Advisory, LLC

Raymond Hart is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC. He has held roles at firms including USAA Financial Planning Services and Magellan Federal, where he also works as a personal financial counselor outside of securities trading hours. RFG Advisory, LLC provides investment advisory and planning services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and select institutional entities. The firm utilizes discretionary portfolio management with model strategies, third-party platforms, and serves as a sub-adviser to Bluemonte ETFs, while also offering access to alternative investments and insurance-based products.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Michael H

CFP®, Series 66

Colorado Springs, CO

RFG Advisory, LLC

Michael Hartman is a CFP® professional with 14 years of industry experience, currently serving at RFG Advisory, LLC. He has been associated with T. Rowe Price since 2011 and joined RFG Advisory in 2025. Hartman operates out of Colorado Springs, Colorado. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using a variety of model strategies and third-party platforms, and it also acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar

Tyler T

Series 66

Colorado Springs, CO

RFG Advisory, LLC

Tyler Tingstrom is a financial advisor with RFG Advisory, LLC based in Colorado Springs, CO. He holds a Series 66 designation and has professional experience that includes service in the US Army from 2015 to the present and recent roles with LPL Financial LLC and RFG Advisory. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual investors, retirement plans, and institutional clients such as state and municipal entities. The firm offers discretionary portfolio management through a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while providing access to alternative investments and annuities.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
View complete list of advisors at this office
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