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.
Firm
RFG Advisory, LLC
Location
Camp Verde, AZ 86322
Credentials
CFP®, Series 63, Series 65
Industry experience
44 years
John Taylor III is a CFP® with 44 years of industry experience, currently serving at RFG Advisory, LLC. He previously worked at Independent Financial Group LLC for 12 years. Outside of his advisory role, he is involved with Rotary International as a member and program chairman and serves on the board of the Health Works Foundation. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms and serves as a sub-adviser to a multi-ETF suite, managing both client assets and pooled products.
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
51 West Hollamon Street
Camp Verde, AZ 86322
Arizona · Texas
RFG Advisory LLC dba Cambium Wealth Partners
2025 - Present (1 year)
Private Client Services
2025 - Present (1 year)
Independent Financial Group LLC
2013 - 2025 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Cornville, AZ
Guardian Capital Group LLC
Series 63, Series 66
Cottonwood, AZ
RFG Advisory, LLC
Series 66
Cottonwood, AZ
Edward Jones
Series 63, Series 66
Cottonwood, AZ
Edward Jones
CFP®, Series 66
Cottonwood, AZ
Edward Jones
Series 66
Cottonwood, AZ
Thrivent Investment Management
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