Tuggle & Russell, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,445,771
Total clients
41
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$352,336
About
Tuggle & Russell, L.L.C. provides discretionary investment management and financial advice to individuals, high‑net‑worth individuals, trusts, and estates, tailoring portfolios to each client’s goals and risk tolerances. The firm also prepares tax returns and offers tax consultation for advisory clients, and it makes educational presentations available to clients and the public at no charge.
Accounts are managed on a discretionary basis with investment decisions guided by both fundamental and technical analysis; the firm emphasizes generating cash income (interest, dividends, royalty income and covered‑call income) and maintains a long‑only, investor‑oriented approach. The firm may employ a sub‑advisor for particular accounts and uses a third‑party service provider (Focus Point Solutions, Inc.) for model portfolios and back‑office support.
Noteworthy aspects that distinguish the firm from many peers include its active tax‑preparation practice (approximately 25% of the firm’s time during tax season), the availability of free educational seminars or workshops, and the principal’s licensing to sell annuities and life/health insurance despite limited recent sales activity. Those features — other financial‑product licensing and public educational programming — are less common among independent solo advisers and broaden the range of services a prospective client might encounter.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Tax return preparation
Expertise
General tax planning
General estate planning guidance
Fee options
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
Main office location
Tuggle & Russell, L.L.C.
101 W Renner Road, Suite 445
Richardson TX 75082, United States
Number of offices
1
Most active in
Tuggle & Russell, L.L.C. has reported serving >5 clients in these states in the last 12 months.
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 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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