A complete list of active advisors currently associated with RFG Wealth Advisory

Warmer can help you find a great advisor at RFG Wealth Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at RFG Wealth Advisory, 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.