Mackenzie Bekeza
Mackenzie Bekeza is a CFP-designated registered investment advisor at Rfg Advisory, LLC, based in Colorado Springs, CO, with 8 years of industry experience. Mackenzie 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
Colorado Springs, CO
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Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Mackenzie is an insurance agent and financial advisor with Triad Partners, dedicating about half of her time to this role. She also works as an operations administrator for Reaching the Stars Center for Autism, Inc., spending minimal time entering payroll and 1099-NEC data.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Accelerated Wealth Advisors LLC
Millennial Wealth Management, LLC
Cascade Financial Management, INC.
Castle Rock Investment Company
State Registrations3 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.