Advisor at SFMG Wealth Advisors
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Brett Rudman is a financial advisor at SFMG Wealth Advisors with a Series 65 designation and seven years of experience. His prior roles include positions at The Siegfried Group, Sportailor, Inc., and KPMG. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients through a planning-first approach that integrates financial planning and investment management. The firm uses a centralized Investment Committee and sophisticated modeling tools to guide strategic allocation and retirement planning.
Based on SFMG Wealth Advisors
Based on SFMG Wealth Advisors
Standalone financial planning or consulting fees are negotiable and identified individually.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Consultation fees charged on an hourly or fixed rate basis (specific rates negotiable).
Account minimum: $1,000,000 Fee-only: Fee-only firm; no compensation from securities sales.
3960 Dallas Parkway, Suite 400
Plano, TX 75093
Texas
SFMG Wealth Advisors LLC
2025 - Present (1 year)
The Siegfried Group, LLC
2022 - 2025 (3 years)
Sportailor, Inc
2020 - 2022 (2 years)
Kpmg
2017 - 2020 (3 years)
University of Miami - Coral Gables
2016 - 2017 (1 year)
LNR Property LLC
2016 - 2016 (1 year)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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