Advisor at Chisholm Wealth Management
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Firm
Chisholm Wealth Management
Location
Burleson, TX 76028
Credentials
CFP®, Series 66
Industry experience
18 years
Brian Ruff is a CFP® professional with 18 years of industry experience, currently serving at Chisholm Wealth Management since 2025. Prior to this, he worked for 12 years at Advisor Resource Council and LPL Financial. He holds a Series 66 license and is based in Burleson, TX. Chisholm Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of passive and active investment strategies guided by modern portfolio theory, often using Outside Managers while maintaining discretionary oversight.
Based on Chisholm Wealth Management
Based on Chisholm Wealth Management
Ongoing Financial Planning upfront charge $0-$5,000; Project-Based Financial Planning $500-$10,000; Educational Seminars $0-$5,000 per seminar or $0-$500 per participant; Retirement Plan Consulting fixed fees $5,000-$50,000 annually
$0+: 1.75% annually for Investment Management Services $0 - $500,000: 1.00% annually for Retirement Plan Consulting 3(21) and 3(38) Fiduciary Services $500,001 - $1,000,000: 0.75% annually for Retirement Plan Consulting 3(21) and 3(38) Fiduciary Services $1,000,001 - $2,000,000: 0.60% (3(21)) / 0.70% (3(38)) annually for Retirement Plan Consulting $2,000,001 - $5,000,000: 0.50% (3(21)) / 0.60% (3(38)) annually for Retirement Plan Consulting $5,000,001 - $20,000,000: 0.30% (3(21)) / 0.40% (3(38)) annually for Retirement Plan Consulting $20,000,001+: 0.20% annually for Retirement Plan Consulting 3(21) and 3(38) Fiduciary Services
$350 per hour, billed in 15-minute increments for financial planning services
Fee-only: Financial Planning: ongoing flat fees $100-$800/month or $300-$2,400/quarter; project-based fees $500-$10,000; hourly fee $350/hour billed in 15-minute increments
1308 Nw John Jones Dr
Burleson, TX 76028
Texas
Chisholm Wealth Management
2025 - Present (1 year)
Advisor Resource Council (Formerly: 360 Wealth Management)
2013 - 2025 (12 years)
LPL Financial
2013 - 2025 (12 years)
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Is not active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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