Resurgent Advisors

Resurgent Financial Advisors, LLC, established in 2019, offers financial planning, investment management, analysis, evaluation, and monitoring services primarily to individuals and families. The firm's regulatory assets under management total $265,793,692 on a discretionary basis and $60,587,948 on a non-discretionary basis as of December 31, 2024. Resurgent provides a range of investment management services, including retirement income planning, education funding analysis, and tax optimization, both on a discretionary and non-discretionary basis. The firm may recommend alternative investments and privately placed securities, in addition to mutual funds and ETFs, tailored to clients' investment objectives. Clients have the option to impose reasonable restrictions on account management. Resurgent acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm charges fees based on assets under management, with rates negotiable and disclosed in the Investment Advisory Agreement. Clients may terminate the agreement within five business days of signing for a full refund. Resurgent does not engage in performance-based fees, has no minimum account requirements, and does not accept proxy voting authority. The firm does not have any disciplinary events and has a privacy policy in place to protect clients' personal information.