Resurgent Financial Advisors, LLC offers a broad range of advisory services, including financial planning, investment management, account analysis, and ongoing monitoring. The firm works primarily with individuals, families, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. Resurgent tailors its services to each client's specific goals, risk tolerance, and time horizon. Investment management services cover retirement income planning, education funding, charitable giving analysis, intergenerational wealth transfer, tax optimization, and cash flow planning. Portfolios are constructed primarily using mutual funds, exchange-traded funds, independent investment managers, individual debt and equity securities, real estate investment trusts, and alternative investments. Resurgent also helps manage held-away accounts like 401(k) plans through a third-party platform. Advisors are legally required to act in your best interest when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Clients can be charged up to 2.25% annually on assets managed. Fees are generally negotiable.