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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-05-2015
- Office Locations
- 2
Office Locations
About RFG Wealth Advisory
RFG Wealth Advisory is a Texas-based fiduciary RIA serving wealth builders, business owners, successful families, and retirees with financial planning, retirement and estate planning, and ongoing investment management. The firm emphasizes fee transparency and low-cost strategies, with portfolios largely implemented using ETFs. Clients can work virtually and track progress through Orion-powered planning tools, with assets held at Charles Schwab.
Team overview
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Owner & Executives
CHRISTOPHER TODD ROBINSON
Chief Compliance Officer, Chief Executive Officer, PARTNER, Wealth Advisor
- CRD
- #2582006
- Ownership
- 50% but less than 75%
EMILIO LEO GONZALEZ
Advisor, PARTNER
- CRD
- #6252559
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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JESSICA RAE FAIRCHILD
--
- CRD
- #6079627
Peter Bennet McCleskey
--
- CRD
- #8294372
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $476,667,101 | $354,399 |
| Non-Discretionary | $0 | -- |
| Total | $476,667,101 | $354,399 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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