TrueAdvisor
TrueAdvisor
AW
AW

Anita Wiggins

Rfg Advisory, LLC
17 Years of Experience
Austin, TX
Sells Insurance
View SEC Summary
View SEC Summary

Anita Wiggins is a registered investment advisor at Rfg Advisory, LLC, based in Austin, TX, with 17 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 17,410 clients with $8B in assets under management.

Rfg Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
181 advisors
Number of Clients
17,410 clients
Average Client Portfolio
$458K average
Assets Under Management
$8.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Fees are negotiated between the client and the financial advisor up to a maximum of 2.35%, which includes an RFG platform fee of up to 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

901 S. Mopac Expressway, Bldg 1, Suite 300, Austin, TX, 78746

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anita is a 100% owner of Ariv Wealth, dedicating full-time hours to this investment-related activity. She is also an insurance agent for Crump Insurance, selling life, health, P&C, and annuity insurance, taking about half of her time.

Employment History
Current Registrations
Rfg Advisory, LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Lion Street Financial, LLCBroker
June 2019 - September 2021 · 2 yrs 3 mos
Integrated Wealth Strategies, LLC
November 2010 - March 2023 · 12 yrs 4 mos
Brookstone Capital Management LLC
June 2010 - November 2010 · 5 mos
UBS Financial Services INC.
May 2008 - October 2009 · 1 yr 5 mos
UBS Financial Services INC.Broker
April 2008 - October 2009 · 1 yr 6 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Austin, TX →All financial advisors in Texas →