Resource Financial Group, Ltd.
SEC RegisteredAbout the firm
Resource Financial Group was founded in 1996 and have been helping people make smart financial decisions ever since. They take a team approach to help clients with a wide variety of needs as they maneuver through a complex financial-services world, providing every client with undivided attention from planning to execution to follow-up.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services including a Wealth Management System that tracks finances and life, with a secure electronic vault for storing important papers and legal documents.
Who they serve
People seeking help with a wide variety of financial needs and goals
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 265 | $624M |
| Charitable Organizations | 6 | $14M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $249,999 | 2.00% |
| $250,000 – $499,999 | 2.00% |
| $500,000 – $999,999 | 2.00% |
| $1,000,000 – $1,999,999 | 2.00% |
| $2,000,000+ | 2.00% |
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Resource Financial Group, Ltd. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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