Brittani Corren Schaefer

CFP · ChFC

11 Years of Experience

3 DisclosuresSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Rfg Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

150 advisors

Number of Clients

12,756 clients

Average Client Portfolio

$387K average

Assets Under Management

$4.9B

Fee Structure

Location

Three City Place Drive, Suite 590, Creve Coeur, MO, 63141

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2025

Pending

Customer Dispute

September 2024

Pending

Customer Dispute

June 2022

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brittani is the owner and wealth advisor for Cooper Tower Wealth, dedicating full-time hours to investment advice. She is also an independent insurance agent for Crump Insurance, spending about half her time on insurance investment advice.