Financial advisor · Denton, TX · reviewed since 2021
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%99+15.1Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.100SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#1 of 14 wealth management firmsiPosition by Experts Score among all companies we track in this category. · better than 100%
5.0★★★★★51 Google reviews · 14 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google users rate RFG Wealth Advisory five stars based on fifty-one reviews, noting that the owner responds to all feedback. Clients frequently cite long-term relationships, highlighting the firm's expertise in retirement planning, investment management, and tax strategies. Reviewers emphasize clear communication, personalized service, and transparent fees, often mentioning the staff's accessibility and responsiveness to individual financial goals.
Google rating: 5.0 out of 5 from 51 reviews (100% five-star).
Reviews on this page: 51 Google reviews (46 with written comments, 4 with photos).
Owner responses: the business replied to 100% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: satisfaction and craft & service; weakest: value.
RFG Wealth AdvisoryWealth Management Firms median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.RFG Wealth Advisory: 100/100 on this factor. Category median: 99.A
100
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.RFG Wealth Advisory: 99/100 on this factor. Category median: 99.A
99
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.RFG Wealth Advisory: 100/100 on this factor. Category median: 100.A
100
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.RFG Wealth Advisory: 99/100 on this factor. Category median: 99.A
99
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.RFG Wealth Advisory: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet.–
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Bar = this company · dark tick = category median.
Star ratings
51 Google reviews we collected
5.0of 5
5 stars51100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 46 written reviews
99%praise
Praise7699%
Complaints11%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude2735%
Honesty & trust1621%
Speed & response1216%
Would recommend1013%
Communication912%
Quality & results23%
Price & value11%
What customers talk about
We read 46 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“I have worked with them for several years and am extremely satisfied and happy with their knowledge and expertise.”
“Their team is extremely knowledgeable, trustworthy and professional.”
“Their firm is efficient, knowledgeable, and always seem to be one step ahead of the market.”
“I would highly recommend them for your investing needs.”
“Great advice, mindful of taxes, and everyone in the office is easy to work with.”
“I've had an excellent experience with RFG Wealth Advisory.”
“Fees are transparent.”
People customers mention
Chris10 reviews
Robinson7 reviews
Mike3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
DevarsheeLocal Guide · 44 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
Mr. Emilio is such a wonderful person! Goes above and beyond always! I just know that they have my best interest in mind! Awesome growth in 2 years and I am excited to see where we go in the next decade!
Linda3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★
Mike is wonderful. He is so helpful in our retirement planning. Thoughtful information and really listens to us
Oklahoma1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 11 months ago★★★★★
RFG is a great firm to work with! I have worked with them for several years and am extremely satisfied and happy with their knowledge and expertise. Mike and the rest of the staff are very attentive to me and my financial needs. I have not found it difficult to work a firm that is located in a different state.…
Jason7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 11 months ago★★★★★
We have been clients of RFG for over 10 yrs. Their team is extremely knowledgeable, trustworthy and professional. Some of the new additions to their team have really helped us with business transactions and leading our family to great successes. Than you RFG for being the best.
Kimberlie7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
Highly recommend to anyone looking to invest productively. Emilio is knowledgeable, friendly and great to work with.
Sharon4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
We’ve been with Chris and Mike for several years now. Great advice, mindful of taxes, and everyone in the office is easy to work with. Highly recommend!
Mr. Emilio is such a wonderful person! Goes above and beyond always! I just know that they have my best interest in mind! Awesome growth in 2 years and I am excited to see where we go in the next decade!
Response from the owner · 7 months ago
Dr. Patel, thank you so much for taking the time to share your positive experience with RFG Wealth Advisory. Helping clients create higher levels of success through wealth is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
Linda Vrazel3 reviewsiTotal number of Google reviews Linda has written across all businesses on Google Maps, not just this one.
Mike is wonderful. He is so helpful in our retirement planning. Thoughtful information and really listens to us
Response from the owner · 10 months ago
Linda, thank you so much for taking the time to share your positive experience with RFG Wealth Advisory. Helping clients create higher levels of success through wealth is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
Oklahoma1 reviewiTotal number of Google reviews Oklahoma has written across all businesses on Google Maps, not just this one.
RFG is a great firm to work with! I have worked with them for several years and am extremely satisfied and happy with their knowledge and expertise. Mike and the rest of the staff are very attentive to me and my financial needs. I have not found it difficult to work a firm that is located in a different state. I would highly recommend them for your investing needs.
Response from the owner · 10 months ago
Thank you so much for sharing your experiences with RFG. We enjoy working with you and love having you represent the great state of OK!
Jason Roberts7 reviewsiTotal number of Google reviews Jason has written across all businesses on Google Maps, not just this one.
We have been clients of RFG for over 10 yrs. Their team is extremely knowledgeable, trustworthy and professional. Some of the new additions to their team have really helped us with business transactions and leading our family to great successes. Than you RFG for being the best.
Response from the owner · 11 months ago
We're grateful to have you and your family as clients of our firm.
Kimberlie Miller7 reviewsiTotal number of Google reviews Kimberlie has written across all businesses on Google Maps, not just this one.
Highly recommend to anyone looking to invest productively. Emilio is knowledgeable, friendly and great to work with.
Response from the owner · 10 months ago
Kimberlie, thank you so much for taking the time to share your positive experience with RFG Wealth Advisory. Helping clients create higher levels of success through wealth is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
Sharon Fritts4 reviewsiTotal number of Google reviews Sharon has written across all businesses on Google Maps, not just this one.
We’ve been with Chris and Mike for several years now. Great advice, mindful of taxes, and everyone in the office is easy to work with. Highly recommend!
Response from the owner · 10 months ago
Sharon, thank you so much for taking the time to share your positive experience with RFG Wealth Advisory. Helping clients create higher levels of success through wealth is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
Terence Babcock16 reviewsiTotal number of Google reviews Terence has written across all businesses on Google Maps, not just this one.
We have been clients of RFG for nearly twenty years. They have tailored their services to what we need at this stage of our lives. With their advice and planning, we continue to receive sufficient income to enjoy our retirement with minimal worry. Above all, RFG is an honest and trustworthy financial services provider. We have been very pleased with our choice to use them over all of these years.
Response from the owner · a year ago
Thanks Terry. It's a pleasure to work with you both.
William Pfeiff7 reviewsiTotal number of Google reviews William has written across all businesses on Google Maps, not just this one.
We have used the RFG Wealth Advisory group for financial advice for many years now and are extremely satisfied with information, advice and financial planning services that they have provided. Everyone at RFG is friendly, accessible and very knowledgeable. They are largely responsible for my wife and I having a very comfortable and successful retirement with no worries about finances.
Response from the owner · a year ago
Bill, thank you and Ruth for being a long-time clients with RFG. We enjoy working with you both all these years. Comfortable and Successful Retirement is what we strive for every day. Congratulations!
Karen Johnson10 reviewsiTotal number of Google reviews Karen has written across all businesses on Google Maps, not just this one.
I have had the pleasure of working with all the great people at RFG since 2017. I was introduced to them by a very dear friend and it has by far been the best decision I ever made!
I’ve worked primarily with Emilio but also Lindsay and Chris. They have assisted me and my late husband through good times or not. I’ve never felt like just a client — instead as a FRIEND! Thanks to ALL of you for taking such good care of me!
Response from the owner · a year ago
Karen, it's been our privilege to guide you through all the phases of your financial life. Thank you for your kind words. We look forward to working together with you for many more years.
Nancy Shinn4 reviewsiTotal number of Google reviews Nancy has written across all businesses on Google Maps, not just this one.
RFG has been a lifesaver for me. Great staff! RFG was able to consolidate all of my investments and they also recommended people for my will and taxes. I have never felt so secure in dealing with a company.
Response from the owner · a year ago
Thanks, Nancy. We enjoy making sure you have your financial planning, estate, and tax planning all in order. Great having all your professional team working together for your financial future.
