Raymond Hart
Raymond Hart is a CFP-designated registered investment advisor at Rfg Advisory, LLC, based in Colorado Springs, CO, with 11 years of industry experience. Raymond 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
555 Middle Creek Pkwy, Colorado Springs, CO, 80921
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2024Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Raymond is an insurance agent and financial advisor with Triad Partners, dedicating about half of his time to this role. He also works as a personal financial counselor for Magellan Federal, spending a few hours per week providing education and counseling.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Accelerated Wealth Advisors LLC
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
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
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