Mary Huntley
Mary Huntley is a CFP-designated registered investment advisor at Rfg Advisory, LLC, based in Flagstaff, AZ, with 23 years of industry experience. Mary 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
320 W Cherry Avenue, Flagstaff, AZ, 86001
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Mary is an insurance agent offering various insurance products and owns rental properties. She also has several business entities for tax/investment purposes, including TT3 Inc. where she dedicates full-time hours.
Employment History
Current Registrations
Rfg Advisory, LLC
Private Client Services, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations38 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.