David P. Robinson, CFP^®

President/CEO

Resource Consulting Group, Inc

10415 Morado Circle, Bldg I, Ste 150
Austin, TX 78759

FINANCIAL ADVISOR'S WEBSITE

www.finishwell.biz

(512) 345-7708

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Over 90% of our annual business revenue is derived from the combination of planning fees (through Tx-RIA) & asset management fees (through broker-dealer's Corp-RIA).

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

General

David Robinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Resource Consulting Group, Inc in Austin, TX and the surrounding communities.

Financial Advisor Overview

Resource Consulting Group, Inc. is a holistic wealth management firm committed to helping our clients Finish Well in life. As we help our clients refine their use of financial resources toward their values-based goals, their desired outcome is a more purpose-driven life experience.

Financial Advisor Experience

25 years experience helping clients improve their focus & execution of life planning goals, while also prudently managing their financial resources in light of their unique family circumstances & pursuits.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS)

Insurance Licenses

Life insurance: TX
Health/disability insurance: TX
Fixed annuities: TX
Variable annuities: TX

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Resource Consulting Group, Inc, a registered investment advisor not affiliated with FSC Securities Corporation. Insurance services offered by David P. Robinson are independent of FSC Securities Corporation.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Over 90% of our annual business revenue is derived from the combination of planning fees (through Tx-RIA) & asset management fees (through broker-dealer's Corp-RIA).