Advisor at Walla Walla Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Walla Walla Wealth Advisors
Location
Walla Walla, WA 99362
Credentials
CFP®, Series 66
Industry experience
5 years
Brian Bruggeman is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Walla Walla Wealth Advisors with five years of industry experience. His prior roles include positions at Baker Boyer Bank and Cetera. In addition to his advisory work, he is a partner at Block Maughan & Associates, PLLC, an accounting firm specializing in tax preparation and planning. Walla Walla Wealth Advisors is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan management to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and technical analysis with Modern Portfolio Theory, offering tailored asset allocation with options including passive and active funds, ETFs, and individual securities, as well as socially responsible investing.
Based on Walla Walla Wealth Advisors
Based on Walla Walla Wealth Advisors
Based on Walla Walla Wealth Advisors
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.60% $6,000,001+: 0.40%
Account minimum: $500,000 Fee-only: Fee-only firm; compensation solely from clients for services
117 E. Rose St.
Walla Walla, WA 99362
Washington
Walla Walla Wealth Advisors, LLC
2025 - Present (1 year)
Block Maughan & Associates, PLLC, DBA Walla Walla Tax Advisors
2025 - Present (1 year)
Baker Boyer Bank
2016 - 2024 (8 years)
Cetera
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 65
Walla Walla, WA
Walla Walla Wealth Advisors
Series 65
Walla Walla, WA
Advisory Alpha, LLC
Series 63, Series 65
Walla Walla, WA
Arkadios Wealth Advisors
Series 63, Series 65
Walla Walla, WA
CWM, LLC
Series 63, Series 66
Walla Walla, WA
Osaic Advisory Services, LLC
Series 63, Series 65
Walla Walla, WA
Cetera
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