AS
CFP
AS
CFP

Amanda Skinner

2 Years of Experience
Birmingham, AL

Amanda Skinner is a CFP-designated registered investment advisor at Rfg Advisory, LLC, based in Birmingham, AL, with 2 years of industry experience. Amanda 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
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

2290 Valleydale Road, Suite 202, Birmingham, AL, 35244

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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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Employment History
Current Registrations
Rfg Advisory, LLC
December 2025 - Present · 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2023 - January 2025 · 1 yr 11 mos
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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