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About RESOURCE CONSULTING GROUP, INC.
RESOURCE CONSULTING GROUP, INC. is a financial consulting firm that has been in business for over 20 years. With a team of experienced financial advisors, the company specializes in providing clients with expert advice and strategies to manage their wealth effectively.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to individual client needs
- Offers a wide range of financial services and solutions
- Offers ongoing support and guidance throughout the client’s financial journey
- Uses a holistic approach to financial planning
Facts and Insights
As of 2021, RESOURCE CONSULTING GROUP, INC. has approximately $1.5 billion in assets under management and a team of 15 financial advisors. The company serves individuals, families, and businesses across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $1.5 billion | 15 |
Financial Services Offered
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational services
Client Types
The advisors at RESOURCE CONSULTING GROUP, INC. work with a wide range of clients, including:
- Individuals and families
- Business owners and entrepreneurs
- Corporate executives
- Retirees
- Trusts and foundations
Fees & Compensation
RESOURCE CONSULTING GROUP, INC. operates on a fee-based model, meaning that the company charges clients a percentage of their assets under management. The exact fee percentage varies depending on the services provided and the size of the client’s portfolio. Advisors at the firm may also receive commissions from certain products they recommend, but they are legally required to act in the best interest of their clients at all times.
Background
The team at RESOURCE CONSULTING GROUP, INC. is made up of highly qualified and experienced professionals, including certified financial planners (CFPs), chartered financial analysts (CFAs), and certified public accountants (CPAs). The company places a strong emphasis on continuing education and staying up-to-date with the ever-changing financial landscape, ensuring that clients receive the most relevant and effective advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, RESOURCE CONSULTING GROUP, INC. is required to disclose any potential conflicts of interest or disciplinary actions to its clients. The company has a clean record with no disciplinary actions on file.