Anita Wiggins is a registered investment advisor at Rfg Advisory, LLC, based in Austin, TX, with 17 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
901 S. Mopac Expressway, Bldg 1, Suite 300, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anita is a 100% owner of Ariv Wealth, dedicating full-time hours to this investment-related activity. She is also an insurance agent for Crump Insurance, selling life, health, P&C, and annuity insurance, taking about half of her time.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Integrated Wealth Strategies, LLC
Brookstone Capital Management LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.