Chris Abeyta
Chris Abeyta is a registered investment advisor at Rfg Advisory, LLC, based in Colorado Springs, CO, with 11 years of industry experience. Chris 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
555 Middle Creek Pkwy, Colorado Springs, CO, 80921
Get directionsHistory
Regulatory History (17)
Customer Dispute
March 2024Customer Dispute
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January 2024Regulatory
March 2017Other Business ActivitiesSells Insurance
Chris is involved in several outside business activities, including holding companies, real estate, and private equity. He also sells traditional insurance products through Triad Partners, dedicating about half of his time to this activity.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Accelerated Wealth Advisors LLC
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.