RFG Wealth Advisory

RFG Wealth Advisory

RFG Wealth Advisory launched in 2015 when founder Brent Everett established the practice in Argyle, a growing exurb north of Fort Worth. The firm emerged during a period of population expansion in Denton County, positioning itself to serve the professionals and business owners relocating to the area. RFG registered with the SEC as a Registered Investment Advisor, adopting a fiduciary standard that legally obligates it to prioritize client interests over product sales. The firm's strategy centers on passive, evidence-based portfolio construction. RFG builds allocations across US equities, international developed markets, emerging markets, and fixed income using low-cost exchange-traded funds from providers including Vanguard and Dimensional Fund Advisors. The practice also employs direct indexing for taxable accounts, which allows tax-loss harvesting at the individual security level rather than the fund level. Client portfolios are tailored to individual risk tolerances, time horizons, and cash-flow needs, with an emphasis on minimizing expense ratios and tax drag. RFG operates as a lean advisory practice in a single location, with no disclosed additional offices or affiliated vehicles. The firm maintains a public website and digital presence focused on educational content covering retirement planning, Social Security optimization, and tax-efficient withdrawal strategies. RFG has not publicly announced any mergers, acquisitions, or material operational changes in recent years. RFG's structural differentiator lies in its fee-only, fiduciary posture in a market where commissioned brokerage relationships remain common. The firm does not sell annuities, proprietary mutual funds, or insurance products, which removes a layer of embedded conflict. For clients in north Texas who have accumulated wealth through business ownership or professional careers and seek an advisor who charges transparent asset-based fees rather than transaction-based commissions, RFG offers an architecture built around that specific preference.