The Financial Advisory Group, Inc.

The Financial Advisory Group, Inc. (CRD# 109558) is a financial advisory firm headquartered in Houston, TX. They manage $771,168,901 in 1,760 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    771
    MILLION
  • Total Number of Accounts
    1,760
    ACCOUNTS
  • Average Account Value
    $438,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

AR, CA, CO, FL, LA, MA, NE, OK, TX, VA

Financial Advisors at The Financial Advisory Group, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Nathan L. Bowen
CRD#: 4711892
5599 San Felipe, Suite 900, Houston, TX 77056
96
Wealthminder
score

Nathan Bowen (CRD# 4711892) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has over 10 years of experience in the finance industry. Nathan Bowen 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.

2
Richard J. Alphonso
CRD#: 2357286
5599 San Felipe, Suite 900, Houston, TX 77056
93
Wealthminder
score

Richard Alphonso (CRD# 2357286) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has over 25 years of experience in the finance industry.

3
Steven A. Estrin
CRD#: 716151
5599 San Felipe, Suite 900, Houston, TX 77056
93
Wealthminder
score

Steven Estrin (CRD# 716151) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has over 22 years of experience in the finance industry.

4
Steven J. Rife
CRD#: 5681190
5599 San Felipe, Suite 900, Houston, TX 77056
93
Wealthminder
score

Steven Rife (CRD# 5681190) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has over 4 years of experience in the finance industry. Steven Rife 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.

5
Matthew T. Johnson
CRD#: 6755879
5599 San Felipe, Suite 900, Houston, TX 77056
91
Wealthminder
score

Matthew Johnson (CRD# 6755879) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has 1 year of experience in the finance industry. Matthew Johnson 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.

6
Brent S. Johnson
CRD#: 6614621
5599 San Felipe, Suite 900, Houston, TX 77056
89
Wealthminder
score

Brent Johnson (CRD# 6614621) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

7
Thomas S. Sartor
CRD#: 6569255
5599 San Felipe, Suite 900, Houston, TX 77056
89
Wealthminder
score

Thomas Sartor (CRD# 6569255) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has over 3 years of experience in the finance industry.

8
Juan D. Martinez
CRD#: 6616826
5599 San Felipe, Suite 900, Houston, TX 77056
88
Wealthminder
score

Juan Martinez (CRD# 6616826) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

9
Darryl A. Nelson
CRD#: 1319877
5599 San Felipe, Suite 900, Houston, TX 77056
83
Wealthminder
score

Darryl Nelson (CRD# 1319877) is an Investment Advisor Representative working at The Financial Advisory Group, Inc. in Houston, TX and has over 33 years of experience in the finance industry.

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