Rite Financial Group, LLC

Rite Financial Group, LLC (CRD# 160924) is a financial advisory firm headquartered in Lexington, KY. They manage $21,133,468 in 240 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $88,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, MI

Financial Advisors at Rite Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael T. Avery
CRD#: 6252909
1795 Alysheba Way, Suite 3206, Lexington, KY 40509
90
Wealthminder
score

Michael Avery (CRD# 6252909) is an Investment Advisor Representative working at Rite Financial Group, LLC in Lexington, KY and has over 4 years of experience in the finance industry.

2
Raymond M. Backers
CRD#: 6490814
1795 Alysheba Way, Suite 3206, Lexington, KY 40509
89
Wealthminder
score

Raymond Backers (CRD# 6490814) is an Investment Advisor Representative working at Rite Financial Group, LLC in Lexington, KY and has over 2 years of experience in the finance industry.

3
Douglas T. Hawkins
CRD#: 4159537
1795 Alysheba Way, Suite 3206, Lexington, KY 40509
71
Wealthminder
score

Douglas Hawkins (CRD# 4159537) is an Investment Advisor Representative working at Rite Financial Group, LLC in Lexington, KY and has over 17 years of experience in the finance industry. Douglas Hawkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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