RFG Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 20, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“RFG charges an hourly fee of $250 for Clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan.”

Flat or project fee

$750⁠-⁠$1,500

“RFG will charge a fixed fee that ranges from $750.00 to $1,500.00, for broad based planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How RFG Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “At the sole discretion of RFG these fees are negotiable.”
• “We will not charge more than 6 months in advance.”
• “Generally, RFG requires one-half of the consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”

How RFG Capital Management LLC’s fees compare

• Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$1,500 is below the Arizona median of $3,100. 12% of the 164 other Arizona planners that publish a flat or project fee charge less.

About RFG Capital Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156291

Website

rfgcapital.com (opens in new tab)

Phone

(480) 988-6601

Other planners in Arizona that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Abbey Hill Financial Advisors, LLCTuscon$250/hr
• Ability FirstPhoenix$12,000/yr

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