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CFP
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CFP

Michael Smith

Rfg Advisory, LLC
29 Years of Experience
Glen Allen, VA
Sells Insurance
View SEC Summary
View SEC Summary

Michael Smith is a CFP-designated registered investment advisor at Rfg Advisory, LLC, based in Glen Allen, VA, with 29 years of industry experience. Michael 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
186 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
—
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Location

4510 Cox Road, Suite 201, Glen Allen, VA, 23060

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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.

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Other Business ActivitiesSells Insurance

Michael provides investment advice and financial planning through RVA Wealth Management, taking nearly full-time hours. He is also an insurance agent with Ash Brokerage Insurance Solutions, dedicating about 10-20% of his time to insurance advice.

Employment History
Current Registrations
Rfg Advisory, LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Kestra Advisory Services, LLC
May 2016 - May 2022 · 6 yrs
NFP Advisor Services, LLC
August 2014 - September 2016 · 2 yrs 1 mo
Kestra Investment Services, LLCBroker
June 2014 - May 2022 · 7 yrs 11 mos
Davenport & Company LLCBroker
October 2003 - September 2013 · 9 yrs 11 mos
Scott & Stringfellow, INC.Broker
May 1999 - August 2003 · 4 yrs 3 mos
Scott & Stringfellow, INC.Broker
July 1997 - May 1999 · 1 yr 10 mos
Stone Securities CorporationBroker
March 1997 - July 1997 · 4 mos
National Financial Services CorporationBroker
February 1996 - February 1997 · 1 yr
State Registrations2 states
TXVA
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.
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