RFG Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$532,946,874
Clients
415
Advisors
7
of 11 employees
About
RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm manages discretionary and non‑discretionary accounts and delivers stand‑alone financial plans and retirement consulting to its client base of roughly 415 households and manages over $550 million in client assets.
The firm constructs customized portfolios, monitors performance, and periodically rebalances using a mix of methods including modern portfolio theory, fundamental and technical analysis, and both long‑ and short‑term trading strategies. Portfolios may employ sub‑advisers and incorporate direct indexing and options strategies, and the firm is compensated primarily through asset‑based advisory fees.
What sets the firm apart from many peers is its explicit use of derivatives and options strategies within separately managed accounts — an approach the brochure highlights along with detailed risk disclosures. The brochure also discloses use of AI tools for meeting transcription, potential cryptocurrency exposure, availability of securities‑backed lines of credit, and that some advisors are licensed to sell insurance products, each of which the firm identifies as having particular risks or conflicts.
Client services
Expertise
Fee options
Fixed fee up to $5,000 for stand-alone financial planning services, negotiable based on scope
$0 - $499,999: 1.75% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.10% $3,000,000 - $4,999,999: 1.00% $5,000,000+: 0.90%
Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees
Minimum fee: Minimum annual fee of $5,000 for wealth management services
Main office
130 Old Town Blvd. South, Suite 100
Argyle TX 76226
Advisors at this office
7
Most active in
Louisiana · Texas
Also doing business as
Rfg Holdings Inc. · Rfg Robinson Financial Group, LLC · Rfg Wealth Advisory · Rfg Wealth Management
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.
Advisors at this firm
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