Roger Hubbert is a registered investment advisor at Rfg Advisory, LLC, based in Madison, AL, with 13 years of industry experience. Roger 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
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
Location
100 Essex Ct., Suite C, Madison, AL, 35758
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations2 states
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
More Advisors
- Matthew Leahy, CFPRfg Advisory, LLC
- Sharilyn Moxley, CFPRfg Advisory, LLC
- Christopher Andersen, CFAUBS Financial Services INC.
- John Butterfield, CFPEdward Jones
- Matthew Mcbride, ChFCState Farm Investment Management CORP.
- Joshua Daily, CFPLPL Financial LLC