# RFG - BRISTOL WEALTH ADVISORS, LLC

RFG - BRISTOL WEALTH ADVISORS, LLC of TAUNTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 330145
- Type: SEC-registered investment adviser
- SEC file number: 801-130278
- Location: 35 BROADWAY, 2ND FLOOR, TAUNTON, MA, 02780
- Phone: (508) 822-0122
- Latest filing: 2026-06-03
- Regulatory AUM: $985.6M
- Discretionary AUM: $985.6M
- Clients: 10
- Accounts: 2,073

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Dean Roger Larabee | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Louis Michael Ricciardi | PRESIDENT AND CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Carl Michael Begin | SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING | — |
| LARABEE DEAN ROGER | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| RICCIARDI LOUIS MICHAEL | PRESIDENT AND CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| BEGIN CARL MICHAEL | CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330145/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330145/similar
- Related entities: https://search.stillhousedata.com/firm/330145/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330145

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.