Assets Under Management

$4.9B

Number of Clients

12,756

Number of Advisors

150

Average Client AUM

$387K

AUM per Advisor

$32.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

RFG Advisory offers portfolio management, financial planning, consulting, and referrals to third-party money managers. They also provide retirement plan consulting and financial wellness education. They act as sub-adviser to ETFs. Services are tailored to individual client needs.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245

150 Advisors at this firm

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