Lisa Shive
RBG Wealth Advisors · Memphis, Tennessee
Lisa Shive is a fee-only financial advisor at RBG Wealth Advisors in Memphis, Tennessee. Lisa focuses on retirement planning, estate & legacy planning and tax planning. RBG Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | RBG Wealth Advisors |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $154.8M across 329 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 6484194 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | rbgwa.com |
| Profile |
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Questions about Lisa
Is Lisa Shive a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and RBG Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, RBG Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Lisa Shive based?
Lisa Shive is based in Memphis, Tennessee.
What does Lisa specialize in?
Lisa's specialties include retirement planning, estate & legacy planning and tax planning. Lisa works with multi-generational families and founders.
Is Lisa Shive registered with the SEC?
Yes. Lisa Shive is registered as an investment adviser representative in TN and TX (CRD 6484194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RBG Wealth Advisors manage?
RBG Wealth Advisors reports $154.8M across 329 accounts in assets under management.
How do I contact Lisa Shive?
Through Lisa's website, rbgwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- RBG Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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