Brian Ruff
Chisholm Wealth Management · Burleson, Texas
Brian Ruff is a fee-only financial advisor at Chisholm Wealth Management in Burleson, Texas, who holds the CFP credential. Chisholm Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Chisholm Wealth Management |
|---|---|
| Based in | Burleson, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $71.1M across 254 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5366139 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | chisholmwm.com |
How Brian's firm compares
- Chisholm Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Brian
Is Brian Ruff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Chisholm Wealth Management 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's firm, Chisholm Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Ruff based?
Brian Ruff is based in Burleson, Texas.
What credentials does Brian Ruff hold?
Brian Ruff holds the CFP credential.
Is Brian Ruff registered with the SEC?
Yes. Brian Ruff is registered as an investment adviser representative in TX (CRD 5366139), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chisholm Wealth Management manage?
Chisholm Wealth Management reports $71.1M across 254 accounts in assets under management.
How do I contact Brian Ruff?
Through Brian's website, chisholmwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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
- 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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