Advisor at Resource Consulting Group, Inc.
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Firm
Resource Consulting Group, Inc.
Location
Austin, TX 78759
Credentials
Series 63, Series 66
Industry experience
25 years
Robyn Krahn is a financial advisor with Resource Consulting Group, Inc. in Austin, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., FSC Securities Corporation, and LPL Financial, LLC. She is also a senior wealth manager at RCG Finish Well, LLC, an investment-related LLC. Resource Consulting Group, Inc. provides personalized, fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers a holistic, values-based planning process with written evaluations and investment policy statements, focusing on strategic and tactical asset allocation while clients retain custody and decision-making authority.
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
Texas
OSAIC
2023 - Present (3 years)
Resource Consulting Group, Inc.
2019 - Present (7 years)
FSC securities corporation
2019 - 2023 (4 years)
LPL Financial, llc
2011 - 2019 (8 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
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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