Advisor at Tuggle & Russell, L.L.C.
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Firm
Tuggle & Russell, L.L.C.
Location
Richardson, TX 75082
Credentials
CFP®, Series 63, Series 66
Industry experience
24 years
Based on Tuggle & Russell, L.L.C.
Fixed annual fee $15-$200 for accounts under $25,000; Fixed fees $200-$10,000 for financial planning and reviews
0.5%-2.0% per annum, subject to negotiation
Minimum hourly rate generally $150, subject to negotiation
Minimum fee: $15-$200 annual fixed fee for clients with assets under $25,000 Fee-only: Hourly fees starting at $150/hour; Fixed fees from $200 to $10,000 for financial planning and reviews
101 W Renner Road, Suite 445
Richardson, TX 75082
Texas
Tuggle & Russell, L.L.C.
2003 - Present (23 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
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.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
ChFC®
Richardson, TX
3:23 Financial Services LLC
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Series 63
Addison, TX
Prudent Money Financial Services
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