Ryan Schroer
RFG Wealth Advisory · Argyle, Texas
Ryan Schroer is a fee-only financial advisor at RFG Wealth Advisory in Argyle, Texas. Ryan 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 |
| SEC registration | Investment adviser representative in TX · CRD 8050469 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.rfgwealthadvisory.com |
| Profile |
How Ryan'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 Ryan
Is Ryan Schroer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, RFG Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Schroer based?
Ryan Schroer is based in Argyle, Texas.
What does Ryan specialize in?
Ryan's specialties include retirement planning, estate & legacy planning and small business owners. Ryan works with pre-retirees and retirees.
Is Ryan Schroer registered with the SEC?
Yes. Ryan Schroer is registered as an investment adviser representative in TX (CRD 8050469), 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 Ryan Schroer?
Through Ryan'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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