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Be in business for yourself, not by yourself.

Why choose RFG Advisory?

Quite simply, because independence gives you the freedom to tap into your unlimited earning
potential and the ability to grow your practice—your way.

Independence with end-to-end operational support. For now and your future.

You have access to innovative, fully integrated FinTech solutions that are designed to amplify the 1-1 relationship with your clients and drive operational efficiency into the day-to-day of your practice. You’ll get robust marketing and practice management consulting, an in-house compliance team and access to capital for succession planning and practice growth.

What’s more? RFG is already exploring right now what our industry may look like years into the future. So, you will always be ready—always prepared—with the support you need to be successful years down the road.

See the Video: The Future of RFG

All of the tools and
support — none of the limits.

The 9 RFG partner benefits.
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Fetch Financial Life Hub

1. Technology

We are a company that pioneered technology preparedness. In 2015 we started planning for the RIA of the future—a future where Advisors took control of their practice and their client relationships, a future untethered from an office, a future that allows you to work and thrive from anywhere. Our awesomely powerful integrated technology platform is what will drive operational efficiency into your day-to-day, propel the growth of your practice and forge connectedness with your clients. The future is now!

Request a Demo of Our Technology Platform
Branding

2. Marketing & Branding

Effective marketing and branding are the keys to your future growth. That’s why we are so passionate about building your digital presence, creating engaging content and developing your own unique brand. It only takes eight seconds for a client or prospect to form an opinion of you – let’s make it the best!

Learn About Our Successful Brand Stories
RFG Pathfinder

3. RFG Pathfinder

Pathfinder, a multi-channel digital marketing and communications platform, is designed to enable RFG Advisory’s financial Advisors to plan and execute highly-personalized and authentic marketing campaigns to win new clients while deepening engagement with existing clients, all through a user-friendly website that is scalable, efficient and consolidated.

Bluemonte

4. Investment Management

Act as the Portfolio Manager on your client’s assets or let us help. Our Bluemonte Investment Platform is designed to deliver your clients institutional-caliber investment management while freeing up your schedule to allow for one-on-one time with your clients and prospects.

Advanced Financial Planning

5. Advanced Financial Planning

Client expectations are evolving, and at the core is an advisor’s ability to deliver an expertise-centered value proposition. This starts with comprehensive financial planning.

RFG Capital

6. Growth Capital & Succession Planning

Together, through RFG Capital, we can explore ‘the art of the possible’ to craft a succession plan that meets the needs of your clients, your team and you. We can also provide growth capital for your practice to buy a book of business or invest in your team.

Our Transition Team

7. Transition Support

When you join RFG Advisory, our seasoned transition team assists you with everything from assessing your book of business, to developing an exit strategy, to completing the necessary client paperwork. You can rest assured we’ll help you every step of the way—through planning, game day and client transition. We can also offer you financial support, whether it’s start-up capital or retiring an outstanding loan, or both!

8. Our Partnerships

We enjoy relationships with all the major custodians, giving you a choice where you do business. We are a hybrid RIA, which means you can be an independent Advisor or dually-registered Advisor offering both Advisory and brokerage services.

9. Operational Support

Our ops team has your back. We serve as the front-line problem solvers between you, your team, our custodians and tech vendors. Complex case? Need help with paperwork? Collateralized lending? Call us. There is not an operational question or task that we can’t handle. Working with all the major custodians gives you choices to pick what’s best for your clients. Having RFG on your side means real-time, accurate solutions.

  • Office Infrastructure

    You pick the real estate, and we take care of the rest — from IT infrastructure to desktop support, we handle it all for you. Cybersecurity, cloud computing, collaborative work tools, hardware, software — we’ve got you covered.

  • Finance

    RFG handles all Advisory asset client billing. You have the option to work with clients on a traditional asset management capacity and charge for financial planning, consulting and managing held-away assets. Solicitation agreements allow you to work with centers of influence (CPAs, estate attorneys, etc.) and compensate them for leads.

  • Training

    RFG Advisory has built a future-oriented tech platform and supports it with a robust training program. We deliver training through 1-1 coaching, RFG University, RFG Mentorship, a quarterly training schedule and RFGInsider—a cloud-based platform (Sharepoint) that is the ultimate “how, what, where” dynamic resource center. Our goal is to customize training programs to meet you and your team’s needs and give you the knowledge and tools you require to deliver an unparalleled experience to your clients and drive practice growth through time optimization.

  • Business Coaching

    We all have the same 24 hours in the day, but it is how we spend our time that determines our long-term success and happiness. RFG coaching is designed to help maximize our Advisors’ most valuable resource – their time. We design each coaching engagement based on the goals and needs of the Advisor and their team. We start with a deep dive and from there put together a customized game plan for hitting milestones and measuring progress. RFG Coaching is designed to help you Be the CEO, not the COO.

  • Compliance

    Compliance shouldn't be about roadblocks and the word "NO." We approach your compliance needs from an entrepreneurial and consultative mindset to help you confidently navigate its complexities. Supported by outside counsel and a team of compliance consultants, RFG advises and works alongside you to help your practice and your clients thrive. Our robust technology platform enables us to commit to a responsive turn-around time for marketing review, streamlined reporting and efficient processes. It’s compliance the way it should be – Advisor focused.

  • RFG Assist

    Designed to maximize the time Advisors and their team spends on growing their business and serving clients while minimizing the time spent on non-revenue generating activities, RFGAssist can handle all of your administrative assistant and W2 employee needs. As you grow, we help you to expand your team with new hire screening, onboarding, training and best practice management. The best part is, we handle all the details from healthcare and retirement benefits, to hiring and training, to payroll and beyond. Let us help you build your dream team.

Partner with RFG and say goodbye to lower payouts
and the grid — and hello to true independence.

100% Your Clients  •  100% Your Data  •  100% Your Enterprise Value

1099 Independent Advisor

You own 100% of your practice, your clients and your data. You simply plug into our platform to serve your clients while keeping your brand name, office space and team. You can also opt to use the name RFG Advisory, work from our office space and leverage our administrative assistants.

Payout Structure

Advisory: 100% pay-out
(a platform fee is charged based on total Advisory AUM to cover the delivery of all services, technology and support)

Brokerage: 85% pay-out

Acquisition

Through RFG Capital, we purchase an ownership stake in your practice. The amount purchased can range from 5% to 100% depending on your future goals and timeline.

Are you ready to crush it?

RFG Leaf

Independence is the name of the game — and RFG is absolutely where you need to be.

Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Leads, Kristy Puckett and Tyler Boyce, CFP®. 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. Or call Tyler at 205.892.1585 or email him at tboyce@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.