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BA
CFP
BA
CFP

Bradford Acton

Rfg Advisory, LLC
10 Years of Experience
Vestavia Hills, AL
Sells Insurance
View SEC Summary
View SEC Summary

Bradford Acton is a CFP-designated registered investment advisor at Rfg Advisory, LLC, based in Vestavia Hills, AL, with 10 years of industry experience. Bradford 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.

Rfg Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
181 advisors
Number of Clients
17,410 clients
Average Client Portfolio
$458K average
Assets Under Management
$8.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Bradford is a board member of the F3BHM Foundation, dedicating minimal time. He is also a Reg Rep/IAR/Agent/Partner at Willow Private Wealth and works full-time at RFG Advisory LLC. Finally, he is an agent at Financial Independent Group (FIG) providing variable insurance investment guidance, taking about half of his time.

Employment History
Current Registrations
Rfg Advisory, LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Private Client Services, LLCBroker
July 2023 - December 2023 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2016 - July 2023 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - July 2023 · 7 yrs 1 mo
State Registrations2 states
ALTX
Advisor

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
No exam information available for this advisor.
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