Advisor at Resource Consulting Group, Inc.
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Firm
Resource Consulting Group, Inc.
Location
Austin, TX 78759
Credentials
CFP®, Series 63, Series 65
Industry experience
36 years
David Robinson is a CFP® with 36 years of industry experience and serves as President of Resource Consulting Group, Inc. He has been with Resource Consulting Group since 1989 and has also worked at OSAIC Wealth, Inc. since 2023. In addition to his advisory role, Robinson manages RCG Finish Well, LLC, a wealth management firm where he oversees business operations and compliance. Resource Consulting Group, Inc. provides personalized, fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm emphasizes a holistic, values-based planning process and offers modular planning, qualified retirement plan consulting, and hourly consultations without managing client assets or charging asset-based fees.
Based on Resource Consulting Group, Inc.
Based on Resource Consulting Group, Inc.
Modular financial planning fees starting at $750 for balance sheet plus one topic; additional $500 per additional planning topic
$500,000 - $1,000,000: Minimum $3,000 financial plan fee $1,000,001 - $2,500,000: $3,000 - $5,000 financial plan fee $2,500,001 - $5,000,000: $5,000 - $7,000 financial plan fee > $5,000,000+: $7,000 - $10,000+ financial plan fee
$225 per hour for limited scope financial consultation
Account minimum: $500,000 in investable assets Minimum fee: Minimum $3,000 for financial planning for clients with $500,000-$1,000,000 net worth; $600 minimum annual fee for Qualified Retirement Plan consulting Fee-only: Fee-only financial planning and consulting services; no commissions accepted by the firm
10415 Morado Circle, Bldg 1, Suite #150
Austin, TX 78759
Illinois · Texas
OSAIC
2023 - Present (3 years)
Resource Consulting Group
1989 - Present (37 years)
Fsc Securities Corporation
1989 - 2023 (34 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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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