Craig Fishel is a ChFC-designated registered investment advisor at Rfg Advisory, LLC, based in Cuyahoga Falls, OH, with 10 years of industry experience. Craig 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
750 Graham Road, Cuyahoga Falls, OH, 44221
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Craig owns and operates Fishel Enterprises LLC, dealing with real estate, investment properties, rentals, and flips, but dedicates no time to it. He is also a partner at Paramount Financial Planning, LLC, a financial planning and investment firm, dedicating full-time hours to this role.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Private Client Services, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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
More Advisors
- Zachary Campbell, ChFCRfg Advisory, LLC
- Kevin Mace, CFP, ChFCThrivent Investment Management INC.
- Hannah King, CFPCommonwealth Financial Network
- David Kearns, PFSDbk Financial Counsel, LLC
- Irene Zurowski, CFPCetera Investment Advisers LLC
- Eric King, CFPCommonwealth Financial Network