RG
RG
Richard Grant
20 Years of Experience
Gilbert, AZ
2 DisclosuresSells Insurance
Richard Grant is a registered investment advisor at Rfg Capital Management LLC, based in Gilbert, AZ, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Broad-based financial planning services - Fixed fee ranging from $750 to $1,500. In limited circumstances, the total cost could potentially exceed $1,500.
- Specific services (modular plan or hourly consulting) - $250 per hour.
One-Time Plan:$750 - $1,500
Hourly Rate:$250/hr
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Location
1425 South Higley Road, Suite 107, Gilbert, AZ, 85296
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
March 2008Regulatory
February 2006Final
Other Business ActivitiesSells Insurance
Richard is a managing member of American Insurance Planners LLC, a non-investment related insurance agency, since 2010. This activity takes nearly full-time hours, mostly during trading hours.
Employment History
Current Registrations
Rfg Capital Management LLC
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Ing Financial Partners, INC.Broker
April 1998 - March 2008 · 9 yrs 11 mos
State Registrations2 states
AZTX
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.