Brian Bruggeman
Walla Walla Wealth Advisors · Walla Walla, Washington
Brian Bruggeman is a fee-only financial advisor at Walla Walla Wealth Advisors in Walla Walla, Washington, who holds the CFP credential. Brian charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Physicians
- Founders
- Pre-retirees
Facts
| Firm | Walla Walla Wealth Advisors |
|---|---|
| Based in | Walla Walla, Washington |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $16.0M across 27 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5218348 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wealthadvisorsww.com |
| Profile |
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Questions about Brian
Is Brian Bruggeman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Walla Walla Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
How much does Brian charge?
According to Walla Walla Wealth Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Brian Bruggeman based?
Brian Bruggeman is based in Walla Walla, Washington.
What does Brian specialize in?
Brian's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and physicians & residents. Brian works with physicians, founders and pre-retirees.
What credentials does Brian Bruggeman hold?
Brian Bruggeman holds the CFP credential.
Is Brian Bruggeman registered with the SEC?
Yes. Brian Bruggeman is registered as an investment adviser representative in WA (CRD 5218348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walla Walla Wealth Advisors manage?
Walla Walla Wealth Advisors reports $16.0M across 27 accounts in assets under management.
How do I contact Brian Bruggeman?
Through Brian's website, wealthadvisorsww.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Walla Walla Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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