RJG Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,693,165
Clients
61
Advisors
1
of 1 employees
About
RJG Financial provides fee-based asset management and financial planning and consulting to individual clients and to trusts, estates, pension and profit‑sharing plans and other corporate accounts. The firm manages client portfolios on both discretionary and non‑discretionary bases and prepares written financial plans and periodic consulting analyses.
Investment advice is delivered through customized, balanced investment models that are reviewed monthly and may include mutual funds, ETFs, stocks, bonds and occasional alternative holdings; the firm combines fundamental analysis with some technical inputs and generally favors long‑term holdings while permitting shorter‑term trading when appropriate. RJG Financial seeks to construct global, balanced portfolios that aim to limit volatility measures such as beta and adverse bear‑market decile relative to benchmarks.
The firm’s operating model includes use of Fidelity’s institutional platform for custody and execution and a dual‑registration relationship with a broker/dealer (Osaic Wealth) that can result in commission and trail (12b‑1) arrangements; those conflicts and their offsets are disclosed in the brochure. RJG Financial also documents rollover recommendations in writing, accepts certain limited‑partner investments under separate due‑diligence fees, and works with pension and corporate accounts in addition to individual clients, which is less common for independent advisory practices.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,500 to $5,000 depending on complexity
$0 - $250,000: 1.50% annually $250,000 - $500,000: 1.00% annually $500,000 - $2,000,000: 0.92% annually $2,000,000+: 0.80% annually
Advisory Representative earns commissions and 12b-1 fees from securities transactions through Osaic; commissions offset advisory fees on asset management accounts
Hourly fees for financial planning and consulting services range from $225-$300 for professional staff and $75-$125 for administrative staff
Account minimum: $100,000 Minimum fee: Financial planning minimum fee of $2,500 for a complete financial plan Fee-only: Financial planning and consulting services offered on hourly basis ranging from $225-$300 for professional staff and $75-$125 for administrative staff; fixed fees for financial plans ranging from $2,500 to $5,000 depending on complexity
Main office
6403 Shakespeare Place
Dallas TX 75252
Advisors at this office
1
Most active in
Texas
Also doing business as
Richard J Greenfield · Richard Joel Greenfield · Rigg Wealth Management · Rjg Financial · Rjg Financial, LLC.
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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