B
Brucker Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,863,225
Clients
11
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$623,930
About
Brucker Wealth is a fee-only, independent advisory firm run by a single CFP®-credentialed advisor that provides discretionary investment management, ongoing and project-based financial planning, and tax-coordination support. The firm reports $6,863,225 in assets under management across 11 client relationships and also assists with held-away accounts and implementation through third‑party managers.
Its investment process is organized around asset-allocation and primarily passive management using stocks, bonds, mutual funds, and ETFs, while also employing separately managed accounts, outside managers and model portfolios (including participation in the Altruist Model Marketplace). The firm may recommend alternative investments when appropriate, uses both fundamental and technical methods in analysis, and accepts reasonable client‑imposed restrictions on portfolios.
Compared with many solo independent advisers, Brucker Wealth discloses the use of client testimonials in its advertising and appears to concentrate on high‑net‑worth individuals and corporate/business clients rather than retail non‑HNW individuals. The firm also notes a practice of absorbing tax-preparation fees for clients with at least $2,000,000 under management who use its recommended provider, and the sole advisor maintains an insurance license (not used to sell products) and service on a small nonprofit board.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Mid-Career Professionals
Fee options
Project-Based Financial Planning fixed fees range from $250 to $5,000; Ongoing Financial Planning initial fee $1,000 to $10,000; monthly ongoing planning fees $100 to $2,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$350 per hour for Project-Based Financial Planning
Ongoing Financial Planning monthly fees range from $100 to $2,000
Account minimum: $10,000 Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office location
Brucker Wealth
Atlanta GA, United States
Number of offices
1
Most active in
Brucker Wealth has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")