RPg Family Wealth Advisory

Financial Advisor in Burlington, MA

Firm Info
Address: 25 Burlington Mall Road Suite 307, Burlington, MA 01803, USA
Phone: (781) 547-8660

Firm Size
Assets Under Management: $421.5 million
# of Advisors: 6
# of Clients: 1,362
Client to Advisor Ratio: 227:1
Average Account Size: $309,451
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Rpg Family Wealth Advisory, LLC Overview

RPG Family Wealth Advisory, LLC is a registered investment advisory firm based in Burlington, MA. The firm operates on a fee-only basis, which means that clients only pay for the advisory services that they receive. Since its founding in 2011, RPG Family Wealth Advisory has focused on providing investment advice to individuals and businesses alike. The services offered by RPG Family Wealth Advisory include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. The team of advisors at RPG Family Wealth Advisory has a wealth of experience and expertise, which they utilize to help clients achieve their financial goals. One of the unique aspects of RPG Family Wealth Advisory is their selection of other advisors. The firm works with a network of other advisors who specialize in different areas of finance. This allows RPG Family Wealth Advisory to offer a wider range of services to their clients, ensuring that clients have access to the best possible advice and expertise. Overall, RPG Family Wealth Advisory is a trustworthy and experienced firm that provides high-quality investment advice to clients.

RPG Family Wealth Advisory, LLC serves a diverse range of clients. These include individuals seeking to obtain financial advice, high net worth individuals looking to strategically manage their wealth, pension and profit sharing plans, charitable organizations and even various types of corporations not listed. The firm is able to offer its unparalleled expertise in the realm of wealth management to a wide array of clients thanks to its varied and adaptable approach. Clients engaging RPG Family Wealth Advisory, LLC can benefit from different fee structures depending on the services they require. One option is a percentage of assets under management, providing a flexible way for clients to pay for ongoing advice and management services. Another choice is an hourly fee, allowing clients to receive customized advice in specific, targeted areas. For those seeking a more structured arrangement, a fixed fee may be negotiated for agreed-upon services. Regardless of the approach taken, RPG Family Wealth Advisory, LLC is committed to providing world-class financial services that meet each client's unique needs and circumstances.

Typical Clients, Fee Structures & Investment Minimum

According to RPG FAMILY WEALTH ADVISORY, LLC's Part 2 Brochure note about investment minimums, there is no minimum investment required to establish a relationship with the firm. The note states that "FWA generally does not impose a minimum size for establishing a relationship." Therefore, it seems that clients of all sizes are welcome to work with RPG FAMILY WEALTH ADVISORY, LLC.

How This Office Can Help Burlington, MA Residents

RPg Family Wealth Advisory is an experienced financial advisory firm that assists clients in Burlington, MA. They offer specialized financial planning, investment and tax services. RPg Family Wealth Advisory has a unique approach to understanding the specific needs and goals of each of their clients. They provide tailored solutions for individuals, families, business owners and retirees. Burlington, MA is a vibrant community with a diverse and thriving economy. Residents here may face varied financial situations. RPg Family Wealth Advisory assists their clients with their complex financial needs by providing them comprehensive financial planning and investment management including retirement planning, saving for education, taxes minimization, estate planning and investment strategies. The firm designs solutions that help Burlington clients maximize their financial resources and protect their assets. RPg Family Wealth Advisory's expert financial advice enables people of Burlington to approach their financial situation with confidence.

To view the Minimum Investment and Fee Schedule for Rpg Family Wealth Advisory, LLC, visit their Part 2 Brochure.

Services Offered by Rpg Family Wealth Advisory, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Rpg Family Wealth Advisory, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 25 Burlington Mall Road Suite 307, Burlington, MA 01803, USA
Phone (781) 547-8660
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 25 BURLINGTON MALL ROAD, SUITE 307, BURLINGTON, MA 1803, United States

This firm has no other locations.

State Registrations

Rpg Family Wealth Advisory, LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • New Hampshire
  • New York
  • Tennessee
  • Texas
  • Vermont

Disciplinary History

Rpg Family Wealth Advisory, LLC does not have any disclosures. Please visit it's Form ADV for more details.