Firm
RGA Investment Advisors
Great Neck, New York
Fee-only
RGA Investment Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 4 employees and 99 individual clients, 19 of them high net worth.
- Its average account is about $357,000 (assets it manages divided by its 283 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Great Neck, New York |
|---|---|
| Website | rgaia.com |
| Phone | (516) 665-1945 |
RGA Investment Advisors fees
RGA Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $101 million |
| Individual clients | 80 |
| High-net-worth clients | 19 |
| Accounts managed | 283 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121126) |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 149171 |