Michael Lemich
RFG Wealth Advisory · Argyle, Texas
Michael Lemich is a fee-only financial advisor at RFG Wealth Advisory in Argyle, Texas, who holds the CFP credential. Michael focuses on retirement planning, estate & legacy planning and small business owners. RFG Wealth Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | RFG Wealth Advisory |
|---|---|
| Based in | Argyle, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $553.8M across 1,471 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6218975 |
| Exams passed | Series 66 (2015) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.rfgwealthadvisory.com |
How Michael's firm compares
- RFG Wealth Advisory's average account is about $376,000, from its Form ADV (assets managed divided by 1,471 accounts).
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Questions about Michael
Is Michael Lemich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and RFG Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, RFG Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Lemich based?
Michael Lemich is based in Argyle, Texas.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning and small business owners. Michael works with pre-retirees and retirees.
What credentials does Michael Lemich hold?
Michael Lemich holds the CFP credential.
Is Michael Lemich registered with the SEC?
Yes. Michael Lemich is registered as an investment adviser representative in TX (CRD 6218975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RFG Wealth Advisory manage?
RFG Wealth Advisory reports $553.8M across 1,471 accounts in assets under management.
How do I contact Michael Lemich?
Through Michael's website, www.rfgwealthadvisory.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
- RFG Wealth Advisory 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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