# Peter McCleskey

> Peter McCleskey is a fee-only financial advisor at RFG Wealth Advisory in Argyle, Texas. Peter 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.

Page: https://find.wellspent.co/advisors/peter-mccleskey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** RFG Wealth Advisory
- **Based in:** Argyle, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $553.8M across 1,471 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **CRD:** 8294372 (https://adviserinfo.sec.gov/individual/summary/8294372)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.rfgwealthadvisory.com

## Frequently asked questions

### Is Peter McCleskey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?

Peter's firm, RFG Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Peter McCleskey based?

Peter McCleskey is based in Argyle, Texas.

### What does Peter specialize in?

Peter's specialties include retirement planning, estate & legacy planning and small business owners. Peter works with pre-retirees and retirees.

### Is Peter McCleskey registered with the SEC?

Yes. Peter McCleskey is registered as an investment adviser representative in TX (CRD 8294372), 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 Peter McCleskey?

Through Peter's website, www.rfgwealthadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8294372): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rfgwealthadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.