Company Information

Get to know RoundTable Financial Group

RoundTable Financial Group is a Registered Investment Adviser (RIA) firm dedicated to providing fiduciary financial planning and wealth management services. Their mission is to offer objective, personalized financial guidance to help clients achieve their life goals. The firm operates on a fee-only basis, meaning they are compensated solely by their clients, which aligns their interests and avoids conflicts of interest associated with commission-based products. They specialize in areas such as retirement planning, investment management, tax strategies, and estate planning, serving individuals, families, and business owners.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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RoundTable Financial Group

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.