Bank / Wealth / TrustRIA · CRD 112168SEC-Registered

Updated:

Resource Consulting Group

Resource Consulting Group is a bank / wealth / trust based in Austin, founded 1988; the Altss profile covers its classification, headquarters, registration,...

Resource Consulting Group logo

Resource Consulting Group

Resource Consulting Group is an SEC-registered investment adviser in Austin, TX. It has 4 employees and 3 registered investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1988

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Austin

Corporate office

301 East Pine Street, Suite 600, Orlando, FL 32801, United States

Principals

Gregg Biro

President

Nicole Rutledge Regilio

Director of Financial Planning

Stephen Mackall

Director of Operations

Frequently asked questions

Is Resource Consulting Group an independent firm or part of a larger network?

Resource Consulting Group operates as a separate advisory practice under the umbrella of Hightower Advisors, LLC, an SEC-registered investment adviser. Securities transactions are executed through Hightower Securities, LLC, a FINRA-member broker-dealer. This structure gives RCG access to Hightower's institutional infrastructure — including compliance, custody relationships, and technology — while preserving its local brand and Orlando-based client relationships.

How does RCG charge for its services?

The firm identifies itself as fee-only, charging directly for financial planning and investment advisory services rather than earning commissions on product sales. Specific fee schedules are not published on the website, but RCG provides links to its Form Client Relationship Summary and Hightower's disclosure documents, which detail compensation arrangements. As a fiduciary, the firm states that its advice must align with client interests.

What disciplines does the firm integrate into its planning process?

RCG describes its approach as "fully integrated wealth management," combining investment, estate, tax, retirement, risk management, and philanthropic planning. Advisors begin with a risk-tolerance assessment, then design and monitor a customized plan. The process focuses on coordinating all aspects of a household's balance sheet rather than managing a portfolio in isolation.

Who runs the financial-planning function at RCG?

Nicole Rutledge Regilio serves as Director of Financial Planning, leading a team that includes wealth advisors, associate wealth advisors, paraplanners, and a junior portfolio manager. Stephen Mackall is Director of Operations and Brenda Shofner is Operations Manager. Gregg Biro is the firm's President, overseeing business development and practice strategy.

Does RCG have a particular focus on women investors?

The firm actively promotes its female advisory team and states that more than half its workforce is composed of women. Its website notes that women often approach wealth and investment decisions differently and positions its female advisors as understanding those priorities. The Women of Resource Consulting Group is featured as a marketing initiative.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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