Brian Bruggeman is a CFP-designated registered investment advisor at Walla Walla Wealth Advisors, based in Walla Walla, WA, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7 clients with $16M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee Estimator
Location
117 E. Rose St., Walla Walla, WA, 99362
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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
Walla Walla Wealth Advisors
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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.