AC
AC

Alison Burnette Castellano

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
12,756 clients
Average Client Portfolio
$387K average
Assets Under Management
$4.9B

Fee Structure

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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 Activities

Alison works full-time for RFG Advisory LLC as a Registered Investment Advisor (RIA). She also dedicates full-time hours to Iter Financial Wellness as a financial advisor, which is a rebranding of her financial advisory practice.

Employment History
Current Registrations
Rfg Advisory, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Private Client Services, LLCBroker
May 2022 - December 2023 · 1 yr 7 mos
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.