Technology:
Tightly integrated platform of best-of-breed wealth-tech solutions, driving operational efficiencies for advisors and a modern experience for clients
Asset Management:
Institutional-caliber Bluemonte turnkey asset management platform offering highly customized portfolio design, concierge trading services and direct access and partnership to the investment team to serve clients and convert prospects
Culture:
Dedicated community of growth-oriented advisors and team members focused on building the RIA of the future
Capital and Transition Support:
Access to flexible capital solutions to help advisors transition to independence, execute succession plans, execute M&A and invest in organic growth
[ YOUR JOURNEY ]
Talk to us!
Pain Points – we want to hear about them and how we can help.
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There are no “break backs”? No Advisor once independent has ever gone back. We’d love to educate you on Why Independence is the Future
According to a Cerrulli & Associates Study “Advisors are choosing to join RIAs because the business model is MUCH BETTER FOR BUILDING WEALTH
The top 3 reasons to go independent are:
1️⃣greater autonomy, 62%
2️⃣higher payout, 57%
3️⃣building a practice to be sold or for succession, 54%”
Yes, we do offer transition support. Let’s talk about your unique situation.
Nope!
You are a good fit if you are an:
90 days start-to-finish. Depending on how much data you can take and how engaged you are in the process, the timeframe can be shorter or longer. Good news is that 90 days from today you would be DONE and, on your way, to building enterprise value in your firm, for your family, on your personal balance sheet.
90 days of doing something hard and the rest of your career building your firm without compromise. Trust us, it’s worth it! You’ll wish you’d done it sooner.
Advisory: 100% pay-out
RFG charges a platform fee for all services provided to you to grow your business, serve your clients, handle asset management and trading and manage your team.
Brokerage & Financial Planning: 85% pay-out
Yes. We have a dedicated team of transition specialists that handle the paperwork preparation and execution for you.
Based on our experience, since 2020 on average our Advisors have seen +100% of their estimated client assets transition
We can offer 3 months of support to ease the financial worry during the transition. After that, you are off to the races. The economics of independence are far better than what you have today
If someone tells you a transition is easy, RUN because they are lying to you. It’s a lot of work, but our team of professionals will be in the trench with you to get it done.
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RFG is a platform for independent, growth-minded Advisors.
Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Specialist, Kristy Puckett or Terry Bobo. After all, it’s just a conversation — not a commitment, right? You may call Kristy at 205.218.6962 or email her at kpuckett@rfgadvisory.com. You can also call Terry at 205.881.5991 or email him at tbobo@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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