Resource Consulting Group, INC.
Assets Under Management
N/A
Number of Clients
30
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Resource Consulting Group provides personalized financial planning and investment advice using a holistic approach. They offer services including financial goal determination, cash flow management, tax planning, insurance review, investment advice, education funding, retirement planning, real estate issues, charitable giving, and estate planning. The firm does not manage assets or sell commissioned products, but advisors are affiliated with a broker/dealer.
Fee Structure
The firm determines advisory fees on a project basis, either as a fixed fee or an hourly charge. Financial plans are priced according to complexity and time. Financial plan fees range from $3,000 to $10,000+ based on net worth. Financial plan updates range from $800 to $1,100 per meeting. Modular financial plans have a minimum fee of $750. Hourly consultations are $225 per hour. QRP consulting has a minimum annual fee of $600.
Areas of Practice
Location
10415 Morado Circle, Bldg 1, Suite #150, Austin, TX, 78759