Oxbow Advisors
47yrs
Top advisor by experience in Austin
46yrs
Richard Aaron Lewins
Financial advisor at RFG Advisory
At a glance
Experience46 years (since 1981)
How that compares ?Top advisor by experience at RFG Advisory
Office901 S. Mopac Expressway Building 1, Suite 300, Austin, TX 78746
FirmRFG Advisory
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through RFG Advisory
Financial planningInvestment management for individuals and small businessesManaging mutual fundsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowRFG Advisory, LLCCurrent firm
- 2014 – 2023Integrated Wealth Strategies, LLCPreviously
Questions to ask Richard
Tailored to Richard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Richard
How do I contact Richard?
Call RFG Advisory at 205-397-2450 and ask for Richard Aaron Lewins. Richard works from the Austin, TX office.
How long has Richard been a financial advisor?
Richard has been in the industry since 1981, about 46 years. Top advisor by experience at RFG Advisory.
What licenses does Richard hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
RFG Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Richard for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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