Advisor at RFG Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Au Train, MI
Credentials
Series 63, Series 66
Industry experience
25 years
Angelica Walter is a financial advisor at RFG Advisory, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James and Associates, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of her advisory work, she volunteers as a bookkeeper and program manager for Prodigal Preacher International, a nonprofit providing food and education to children in Kenya and Uganda. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm employs a mix of active and passive investment strategies, offers discretionary portfolio management and consulting, and acts as a sub-adviser to a multi-ETF suite, integrating various platforms and specialized services in its client solutions.
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Flat fees for financial planning and consulting services, negotiated between Advisor and Client
$0+: up to 2.35% annually (portfolio management advisory fee including RFG annual platform fee up to 0.50%) $0+: up to 1.00% annually (Retirement Plan Consulting fees, negotiated case-by-case) $0+: up to 1.15% annually (Annuity management fee including RFG platform fee up to 0.45%)
Certain Financial Advisors receive commissions from insurance and other securities sales; RFG receives portion for administrative support
Hourly charges reported in SEC Form ADV Part 1 but specific rates not stated in brochure
Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts at Fidelity and Schwab; $10 per month platform fee for SMArtX accounts under $10,000 Fee-only: Flat fees for financial planning and consulting, based on scope and complexity, not to exceed $50,000; fees charged monthly, quarterly, or one-time
Au Train, MI
Colorado · Michigan
Private Client Services
2025 - Present (1 year)
RFG Advisory, LLC
2025 - Present (1 year)
Raymond James and Associates
2016 - 2025 (9 years)
WELLS FARGO ADVISORS LLC
2011 - 2016 (5 years)
Wells Fargo bank
2003 - 2016 (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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