# RFG Wealth Advisory

RFG Wealth Advisory is a Bank / Wealth / Trust based in Argyle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Argyle, United States
- **Region:** North America
- **Address:** Argyle, TX, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** rfgwealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/rfg-wealth-advisory

## Regulatory record

- **CRD number:** 173862
- **SEC file number:** 801-112697
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173862

## About

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.

## Questions

### Is RFG Wealth Advisory a fiduciary?

Yes. RFG Wealth Advisory is structured as a Registered Investment Advisor regulated by the SEC. As an RIA, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940, meaning it must place client interests ahead of its own when recommending investments or strategies.

### How does RFG construct client portfolios?

RFG uses a passive, evidence-based approach built primarily around low-cost ETFs from major providers such as Vanguard and Dimensional Fund Advisors. The firm allocates across US and international equities, emerging markets, and fixed income. For taxable accounts, RFG employs direct indexing strategies to enable tax-loss harvesting at the individual security level.

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Last updated: 2026-06-03T20:00:00.000Z

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