Heidi Bird is a registered investment advisor at Rfg Advisory, LLC, based in Cottonwood, AZ, with 23 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
120 Quail Trail, Cottonwood, AZ, 86326
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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 →Other Business Activities
Heidi is a board member for Sedona Recycles, dedicating minimal time. She is also a registered representative and provides client services through Cambium Wealth and Legacy Strategies, taking about a quarter of her time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
RBC Dain Rauscher INC.Broker
State Registrations14 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.