RFG Capital Management, based in Arizona, provides financial planning services covering areas like portfolio allocation, tax planning, and retirement planning. RFG also refers clients to third-party investment advisors (TPIAs) for investment management. RFG gathers information about your financial situation and recommends TPIAs that are suitable for your needs. RFG receives compensation from these TPIAs for the referrals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Broad-based financial planning services - Fixed fee ranging from $750 to $1,500. In limited circumstances, the total cost could potentially exceed $1,500.
- Specific services (modular plan or hourly consulting) - $250 per hour.
One-Time Plan:$750 - $1,500
Hourly Rate:$250/hr
Loading...