RFG Wealth Advisory
RFG Wealth Advisory is a fee-only Registered Investment Advisor founded in 1995 in Argyle, Texas, providing financial planning, investment management, estate planning, and retirement services to high-net-worth individuals, families, business owners, and retirees in North Texas.
- Company typePrivate
- Founded1995
- HeadquartersArgyle, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What RFG Wealth Advisory does
RFG Wealth Advisory is an independent, fee-only Registered Investment Advisor founded in 1995 by Chris Robinson and headquartered in Argyle, Texas. The firm provides comprehensive wealth management services to high-net-worth individuals, families, business owners, and retirees in North Texas, with primary focus on Argyle and Denton County. Its service offering spans financial planning, investment management, estate planning, and retirement planning, structured around a proprietary 4-step Financial Blueprint methodology covering assessment, design, implementation, and progress tracking.
The firm's technology stack is built on third-party platforms rather than proprietary AI or ML systems. Charles Schwab serves as primary custodian for client accounts, while the Orion advisor platform powers portfolio management, account tracking, and goal-tracking with what-if retirement scenario modeling. Client-facing tools include the RFG Connect Portal (providing performance reports, retirement snapshots, and mobile communication) and the newly launched RFG Planning Portal (2025), which adds document vault and enhanced advisor collaboration features. The firm differentiates through Ed Slott Master Elite Advisor status, providing specialized IRA expertise via a dedicated content hub.
RFG Wealth Advisory operates on a fiduciary, fee-only revenue model with no commission-based incentives. Revenue derives from recurring advisory fees on client assets under management, though specific fee schedules are not publicly disclosed. The go-to-market motion is relationship-driven and regional, relying on free assessment consultations, educational content marketing (including the Ed Slott IRA Corner blog), client referrals, and virtual consultations to attract prospects. The firm has no disclosed headcount expansion, funding, or institutional backing, operating as a founder-led practice with Chris Robinson as Managing Partner.
RFG Wealth Advisory firmographics
Firmographics- Name
- RFG Wealth Advisory
- Legal name
- RFG Wealth Advisory
- Website
- https://rfgwealthadvisory.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- RFG Wealth Advisory is a fee-only Registered Investment Advisor founded in 1995 in Argyle, Texas, providing financial planning, investment management, estate planning, and retirement services to high-net-worth individuals, families, business owners, and retirees in North Texas.
- Ownership category
- akta.pro rank
RFG Wealth Advisory industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where RFG Wealth Advisory is headquartered
LocationHeadquarters
- HQ city
- Argyle
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
RFG Wealth Advisory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: RFG Wealth Advisory operates as an independent, fee-only Registered Investment Advisor. The firm emphasizes transparent fees with no hidden charges and low-cost investment strategies using index funds through the Charles Schwab custodian platform. As a fiduciary, the firm is legally obligated to act in clients' best interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only advisory services with transparent, straightforward fee structure |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
RFG Wealth Advisory product offering
Product offeringCore offering
RFG Wealth Advisory is a fee-only Registered Investment Advisor that provides personalized wealth management services to successful individuals, families, business owners, and retirees in North Texas. Its core services include Financial Planning, Investment Management (using low-cost index fund portfolios held at Charles Schwab), Estate Planning, and Retirement Planning, all delivered through a proprietary four-step "Financial Blueprint" methodology. The firm charges transparent recurring advisory fees with no commissions and operates under a fiduciary standard.
Product overview
RFG Wealth Advisory offers a unified wealth management platform combining financial planning, investment management, estate planning, and retirement planning services. The core offering centers on their proprietary Financial Blueprint methodology—a structured planning process to organize, implement, and track client financial goals. This is supported by Goal Tracking Technology powered by ORION for ongoing portfolio monitoring, the RFG Connect Portal for client access to performance reports and what-if scenarios, and the newly launched NEW-RFG Planning Portal for enhanced planning collaboration. Educational resources include Ed Slott's IRA Corner content covering retirement tax strategies. The firm serves distinct client segments: Wealth Builders, Business Owners, Successful Individuals & Families, those Nearing Retirement, and Retirees.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Expert financial planning services in Argyle and Denton County designed to help clients establish a solid financial foundation with personalized strategies for unique goals across every stage of their financial journey.
- Investment Management Crafting and managing diversified investment portfolios aligned with long-term objectives, focusing on growth and protection using low-cost index fund strategies through Charles Schwab as primary custodian.
- Estate Planning Comprehensive estate planning services to protect assets and ensure seamless transfer to future generations, securing clients' legacy and ensuring family is cared for.
- Retirement Planning Preparing clients for a comfortable and secure retirement with personalized strategies ensuring resources for confident and financially independent retirement years.
- Financial Blueprint RFG's proven financial planning methodology used to plan, implement, and track client progress toward financial goals. A flexible financial planning tool that provides a clear picture of where clients are today and helps implement detailed plans.
- Probability of Retirement Success Analysis service to evaluate the likelihood of achieving retirement goals and successful retirement outcomes.
Companies that use RFG Wealth Advisory
Customer profileSegments5 records
Ideal customer profiles5 records
RFG Wealth Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
RFG Wealth Advisory partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Charles Schwab & Co., Inc.coreRFG Wealth Advisory has selected Charles Schwab & Co., Inc. as the primary custodian for client accounts. The firm believes in low-cost index fund portfolios, and Schwab provides brokerage services including account custody and transaction execution. The firm maintains independence from Schwab, which is a registered broker-dealer and member SIPC.
Scale indicators2 records
Recent moves5 records
Expansion highlights3 records
RFG Wealth Advisory competitors and assessment
Company assessmentDirect peers
- Buckingham Strategic Wealth: Buckingham is a national, fee-only Registered Investment Advisor offering comprehensive financial planning, investment management, and retirement/estate planning to HNW clients — directly comparable to RFG's fee-only, fiduciary, planning-led RIA model. Both firms emphasize fiduciary standard, low-cost investment approaches, and advisor-driven relationships.
- Facet Wealth: Facet is a tech-enabled fee-only RIA serving HNW clients nationally through virtual CFP-led engagements with a transparent flat-fee structure. It is comparable to RFG in fee-only fiduciary positioning, comprehensive financial planning scope, and stated commitment to client-first advice without product commissions.
- Halbert Hargrove: Halbert Hargrove is a long-tenured, privately held fee-only RIA serving HNW individuals, families, and retirees across the U.S. with comprehensive wealth, retirement, and estate planning. Comparable to RFG in fiduciary-only structure, multi-decade operational history, and personalized planning-led engagement model.
- Edelman Financial Services: Edelman Financial is a large fee-only, flat-fee RIA providing financial planning and investment management to HNW households nationwide. Comparable to RFG in fee-only fiduciary stance, broad financial-planning scope (retirement, estate, investment), and emphasis on transparent advisor-client relationships.
- One Capital Management: One Capital Management is a boutique fee-only RIA delivering investment management and comprehensive financial planning to HNW individuals, families, and business owners. Comparable to RFG in client-segment focus (HNW/business owners), fee-only fiduciary model, and personalized planning-led approach.
- Glassman Wealth Services: Glassman Wealth is an independent, fee-only RIA offering investment management and comprehensive financial planning to HNW individuals and families. Comparable to RFG in fiduciary-only structure, boutique scale, and HNW-focused retirement/estate planning emphasis.
Emerging players
- Carson Wealth: Carson Wealth is an RIA platform firm supporting independent advisors through technology, compliance, and practice-management infrastructure. Comparable to RFG as a fee-only fiduciary advisory competitor, though it adds an advisor-recruiting/affiliation model that RFG does not currently operate.
Broad incumbents
- Mariner Wealth Advisors: Mariner is a large national, diversified wealth advisory firm offering investment management, financial planning, retirement, and estate services to HNW clients via fee-based engagements. Comparable to RFG in service breadth and target client, but materially larger and broader in portfolio and capabilities.
- Creative Planning: Creative Planning is a large fee-only RIA providing comprehensive financial planning and investment management to HNW clients nationwide. Comparable to RFG in fee-only fiduciary model and planning-led offering, though significantly larger in AUM, geography, and service breadth.
- Fisher Investments: Fisher Investments is a large, well-known fee-based investment management firm serving high-net-worth and institutional clients. Comparable to RFG in fee-based advisory model targeting HNW households, but operates at materially greater scale and with broader institutional reach.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights7 records
Customer concentration
RFG Wealth Advisory social profiles
Digital presenceRFG Wealth Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
RFG Wealth Advisory leadership team
Management profileNumber of profiles
Profiles1 record
RFG Wealth Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RFG Wealth Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RFG Wealth Advisory
What does RFG Wealth Advisory do?
RFG Wealth Advisory is a fee-only Registered Investment Advisor that provides personalized wealth management services to successful individuals, families, business owners, and retirees in North Texas. Its core services include Financial Planning, Investment Management (using low-cost index fund portfolios held at Charles Schwab), Estate Planning, and Retirement Planning, all delivered through a proprietary four-step "Financial Blueprint" methodology. The firm charges transparent recurring advisory fees with no commissions and operates under a fiduciary standard.
Is RFG Wealth Advisory a public or private company?
RFG Wealth Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was RFG Wealth Advisory founded?
RFG Wealth Advisory was founded in 1995. It employs 1 to 10 people.
Where is RFG Wealth Advisory based?
RFG Wealth Advisory is headquartered in Argyle, United States, in the North America region.
How does RFG Wealth Advisory make money?
One revenue line is on record: investment Advisory Fees.
Who are RFG Wealth Advisory's main competitors?
Direct peers on record are Buckingham Strategic Wealth, Facet Wealth, Halbert Hargrove, Edelman Financial Services, One Capital Management and Glassman Wealth Services. Carson Wealth is listed as an emerging player. Broad incumbents are Mariner Wealth Advisors, Creative Planning and Fisher Investments.
Does RFG Wealth Advisory have an API?
No public API is recorded for RFG Wealth Advisory.
What industry is RFG Wealth Advisory in?
RFG Wealth Advisory's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.