Peter McCleskey
RFG Wealth Advisory · Argyle, Texas
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.
Request an introduction to Peter →
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 |
| SEC registration | Investment adviser representative in TX · CRD 8294372 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.rfgwealthadvisory.com |
How Peter's firm compares
- RFG Wealth Advisory's average account is about $376,000, from its Form ADV (assets managed divided by 1,471 accounts).
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
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.
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.
See something wrong? Request a correction. Read our methodology.