# Bristol Wealth Group

> Bristol Wealth Group is an SEC-registered investment advisory firm in Taunton, MA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 330145
- Filed as: BRISTOL WEALTH GROUP
- Legal name: RFG - Bristol Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Taunton, MA
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330145
- AdvisorCensus page: https://advisorcensus.com/firm/bristol-wealth-group-taunton-ma-330145

## Quick answers

**How is Bristol Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), Bristol Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bristol Wealth Group charge?**
Its Form ADV Part 2A brochure dated June 3, 2026 states: Flat fee: $500 to $5,000 (Financial Planning); Hourly rate: $350 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bristol Wealth Group located?**
Bristol Wealth Group's principal office is in Taunton, MA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Bristol Wealth Group registered with the SEC or a state?**
Bristol Wealth Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330145.

**How much does Bristol Wealth Group manage?**
Bristol Wealth Group reports $985,583,020 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**How have Bristol Wealth Group's assets and staff changed since 2024?**
In the Form ADV data for Bristol Wealth Group: Regulatory assets under management: $754,422,254 in the October 2024 data and $985,583,020 in the October 2026 data, up 31%. Total employees: 8 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bristol Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (732); high net worth individuals (104); corporations or other businesses not listed above (32).

**Which custodians does Bristol Wealth Group use?**
Bristol Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bristol Wealth Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330145

**Does Bristol Wealth Group state an account minimum?**
Its Form ADV Part 2A brochure dated June 3, 2026 says: "We require a minimum account under certain circumstances of $100,000 for investment advisory clients, although this may be negotiable."

**What changed in Bristol Wealth Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $876,498,739 to $985,583,020 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We require a minimum account under certain circumstances of $100,000 for investment advisory clients, although this may be negotiable.

- Flat fee: $500 to $5,000 (Financial Planning)

> As a fixed fee, typically ranging from $500 to $5,000 depending on the nature and complexity of each client’s circumstances

- Hourly rate: $350 an hour (Financial Planning)

> On an hourly basis of $350 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $985,583,020
- Discretionary: $985,583,020
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 732 | $300,288,800 |
| High net worth individuals | 104 | $484,816,992 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,318,835 |
| Charitable organizations | 11 | $43,213,903 |
| State or municipal government entities (including government pension plans) | 6 | $73,247,901 |
| Corporations or other businesses not listed above | 32 | $76,696,589 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, GA, MA, ME, NH, NY, RI, SC, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Attleboro, MA

### Websites listed on Form ADV (Item 1.I)
- [bristolcountysavings.com/bristol-wealth-group](https://bristolcountysavings.com/bristol-wealth-group)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $754,422,254 | 8 | September 11, 2024 |
| October 2025 | $876,498,739 | 8 | March 25, 2025 |
| October 2026 | $985,583,020 | 10 | June 3, 2026 |

Regulatory assets under management: $754,422,254 in the October 2024 data and $985,583,020 in the October 2026 data, up 31%.
Total employees: 8 in October 2024 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $876,498,739 to $985,583,020 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bristol Wealth Group (CRD 330145): Form ADV filing data as of October 2026.