Sommer Morris is a registered investment advisor at Rfg Advisory, LLC, based in Vestavia Hills, AL, with 10 years of industry experience. Sommer 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
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245
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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.
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Sommer is the president of a fraternal/social organization, spending minimal time on membership meetings. She also owns rental property, dedicates full-time hours to Meta Wealth Management, and spends about half her time assisting with tax preparation; she is also a notary public.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Private Client Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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.