Assets Under Management
N/A
Number of Clients
30
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Resource Consulting Group provides personalized financial planning and investment advice. They take a holistic approach to wealth management, focusing on client goals and circumstances. Advice covers various areas, including cash flow, tax planning, insurance, investments, education, retirement, real estate, charitable giving, and estate planning. The firm does not manage assets but offers advice on various investment types.
Complete financial plans range from $3,000 to $10,000+ based on net worth. Modular financial plans start at $750 plus $500 for each additional planning topic. Hourly consultations are available for $225/hour.
10415 Morado Circle, Bldg 1, Suite #150, Austin, TX, 78759