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ChFC
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ChFC

Christopher Robinson

Rfg Wealth Advisory
31 Years of Experience
Argyle, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Christopher Robinson is a ChFC-designated registered investment advisor at Rfg Wealth Advisory, based in Argyle, TX, with 31 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 446 clients with $480M in assets under management.

Rfg Wealth Advisory
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
446 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$476.7M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.35%
$3.0M - $5.0M1.10%
$5M+0.90%

Fees are negotiable. Standalone investment management without ongoing planning is charged at a flat 1.50%. Wealth management has a $7,500 annual minimum fee.

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

Location

130 Old Town Blvd. South, Suite 100, Argyle, TX, 76226

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History

Regulatory History (1)
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Customer Dispute
September 2024
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including non-variable insurance (minimal time), real estate rental through Chris Robinson Real Estate, Inc., and RFG Holdings, Inc. He also provides investment advisory services through RFG Wealth Advisory, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Rfg Wealth Advisory
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - September 2025 · 7 yrs 7 mos
LPL Financial LLC
February 2018 - June 2018 · 4 mos
Invest Financial CorporationBroker
December 2003 - February 2018 · 14 yrs 2 mos
Invest Financial Corporation
December 2003 - February 2018 · 14 yrs 2 mos
Veravest Investment Advisors, INC.
September 2000 - December 2003 · 3 yrs 3 mos
Veravest Investments, INC.Broker
January 1995 - December 2003 · 8 yrs 11 mos
State Registrations2 states
LATX
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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