The Financial Advisory Group, Inc.

The Financial Advisory Group, Inc. (CRD# 109558) is a financial advisory firm headquartered in Houston, TX. They manage $680,627,916 in 1,700 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    681
    MILLION
  • Total Number of Accounts
    1,700
    ACCOUNTS
  • Average Account Value
    $400,369
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, MS, NE, OK, TN, TX, VA

Financial Advisors at The Financial Advisory Group, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
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 23 years of experience in the finance industry.

2
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 20 years of experience in the finance industry.

3
Steven J. Rife
CRD#: 5681190
5599 San Felipe, Suite 900, Houston, TX 77056
92
Wealthminder
score

Steven Rife (CRD# 5681190) 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.

4
Brent S. Johnson
CRD#: 6614621
5599 San Felipe, Suite 900, Houston, TX 77056
90
Wealthminder
score

Brent Johnson (CRD# 6614621) 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.

5
Juan D. Martinez
CRD#: 6616826
5599 San Felipe, Suite 900, Houston, TX 77056
90
Wealthminder
score

Juan Martinez (CRD# 6616826) 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.

6
Thomas S. Sartor
CRD#: 6569255
5599 San Felipe, Suite 900, Houston, TX 77056
88
Wealthminder
score

Thomas Sartor (CRD# 6569255) 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.

7
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 32 years of experience in the finance industry.

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