Brian Wruk
Brian Wruk is a CFP-designated registered investment advisor at Transition Financial Advisors Group, LLC, based in Gilbert, AZ, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 149 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
Rates shown are for U.S.-based clients. Canada-based clients have a separate schedule starting at 1.20% for the first $1M. Fees are negotiable and the firm may charge a lesser fee or flat fee in its sole discretion.
Fee Estimator
Location
Gilbert, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Transition Financial Advisors Group, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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