RFG Wealth Advisory logo

RFG Wealth Advisory

Updated today

Client AUM

$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

Financial planning Portfolio management
Financial / portfolio consulting services

Expertise

Options & derivatives strategies

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Fee options

Fixed

Fixed fee up to $5,000 for stand-alone financial planning services, negotiable based on scope

Percentage

$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%

Commissions

Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees

Other

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

Advisors at this firm

user avatar

Ryan S

Series 65

Argyle, TX

RFG Wealth Advisory

Ryan Schroer is a financial advisor at RFG Wealth Advisory in Argyle, TX. He holds a Series 65 designation and has prior experience at American National Bank & Trust from 2013 to 2025 before joining RFG Holdings, Inc. in 2025. 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 using a range of methods including modern portfolio theory, fundamental and technical analysis, and options strategies.

Options & derivatives strategies
user avatar

Jessica F

Series 66

Argyle, TX

RFG Wealth Advisory

Jessica Fairchild is a financial advisor at RFG Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and previously worked at Fisher Investments, J.P. Morgan Securities, and Morgan Stanley. Outside of finance, she owns and operates Empowerment Performance Coaching, a personal training business offering fitness and meal planning services. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm manages roughly 415 households and over $550 million in client assets, employing a range of investment strategies including options and derivatives within customized portfolios.

Options & derivatives strategies
user avatar

Christopher R

ChFC®, Series 63, Series 65

Argyle, TX

RFG Wealth Advisory

Christopher Robinson is a financial advisor at RFG Wealth Advisory with over 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and Veravest Investment Advisors. Outside of his advisory duties, he is involved in several business ventures, including ownership in real estate and related entities. RFG Wealth Advisory serves individual and high-net-worth clients with wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts, employing a variety of investment methods including derivatives and options strategies within separately managed accounts.

Options & derivatives strategies
user avatar

Michael T

Series 65

Argyle, TX

RFG Wealth Advisory

Michael Tull is a Series 65-licensed advisor with RFG Wealth Advisory, joining the firm in 2025. Prior to this, he held roles at Guaranty Bank & Trust and commercial real estate firms including Stag Commercial and Scott Brown Commercial. He maintains a real estate brokerage license for referral purposes. 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, using strategies that include modern portfolio theory, fundamental and technical analysis, and options, and oversees over $550 million in client assets.

Options & derivatives strategies
user avatar

Nicholas N

Series 65

Argyle, TX

RFG Wealth Advisory

Nicholas Noll is a Series 65-licensed advisor with RFG Wealth Advisory in Argyle, TX, where he has worked since 2021. Prior to joining the firm, he spent ten years at First Eye Care. He has no prior industry experience before his current role. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm employs a range of strategies including modern portfolio theory, fundamental and technical analysis, and derivatives and options within separately managed accounts.

Options & derivatives strategies
user avatar

Emilio G

Series 66

Argyle, TX

RFG Wealth Advisory

Emilio Gonzalez is a financial advisor at RFG Wealth Advisory with 11 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Invest Financial Corporation. Gonzalez has been affiliated with RFG Wealth Advisory since 2016 and Robinson Financial Group since 2013. RFG Wealth Advisory offers wealth management, financial planning, and portfolio consulting services primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary accounts using a range of strategies, including derivatives and options within separately managed accounts.

Options & derivatives strategies
user avatar

Michael L

CFP®, Series 66

Argyle, TX

RFG Wealth Advisory

Michael Lemich is a CFP® professional with 11 years of experience in financial advisory. He currently works at RFG Wealth Advisory and has prior experience at LPL Financial, SagePoint Financial, and Boda Financial Group. RFG Wealth Advisory serves individual and high-net-worth clients by providing wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts and applies a range of investment strategies including derivatives and options within separately managed accounts.

Options & derivatives strategies
View complete list of advisors at this firm
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