Jarrod Biebel
Advisor at RFG Advisory, LLC
Updated today
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 49806
Credentials
Series 63, Series 65
Industry experience
33 years
About
Jarrod Biebel is a financial advisor at RFG Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Onota Township Board of Review and is a member of the Michigan State DNR ORV Trails Committee. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and manages client portfolios using a combination of in-house models and outside platforms incorporating active and passive strategies.
Client services
Based on RFG Advisory, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Occupation focus
Based on RFG Advisory, LLC
Executive
Founder/Business Owner
Educators, Teachers, and Academics
Doctor or Medical Professional
Fee options
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
Location
N9980 Shore Drive
Au Train, MI 49806
Most active in
Jarrod B has reported serving >5 clients in these states in the last 12 months.
Colorado · Michigan
Work history
Private Client Services
2025 - Present (1 year)
RFG Advisory, LLC
2025 - Present (1 year)
Raymond James & Associates
2016 - 2025 (9 years)
Wells Fargo Advisors Llc
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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