Advisor at Tooth & Coin Wealth
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.
Joseph Rugger is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Tooth & Coin Wealth and has a background that includes roles at Bridge to Wealth LLC, Aquire Wealth Advisors, and accounting positions with a focus on dental practices. Rugger also serves as Accounting Director at Vanhorn Accounting, where he supervises accounting managers and handles back-end accounting for dental clients. Tooth & Coin Wealth is an independent advisory firm managing approximately $22.3 million for around 54 clients, including individuals and some high-net-worth clients. The firm offers discretionary portfolio management and financial planning services using a primarily passive, asset-allocation-driven approach, complemented by educational seminars and pension consulting for employer retirement plans.
Based on Tooth & Coin Wealth
Based on Tooth & Coin Wealth
Project-based fixed fee between $500 and $5,000; upfront charge $495-$2,995 plus ongoing monthly fee $200-$1,200 for ongoing comprehensive financial planning; retirement plan setup fee up to $5,000 and ongoing annual fixed fee up to $2,000
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$200 per hour for financial planning
Fee-only: Project-based fixed fees ($500-$5,000), ongoing comprehensive financial planning monthly fees ($200-$1,200/month), hourly financial planning ($200/hour)
Corinth, TX
Arkansas · Louisiana · Pennsylvania · Tennessee · Texas
Bridge to Wealth LLC
2021 - Present (5 years)
Aquire Wealth Advisors, LLC dba Dentist Advisors
2020 - 2021 (1 year)
Vanhorn Accounting dba Tooth and Coin
2019 - Present (7 years)
Jonesboro Prosthetic & Orthotic Lab
2016 - 2019 (3 years)
Joseph Rugger, CPA
2012 - Present (14 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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