# Brian Wruk

> Brian Wruk is a fee-only financial advisor at Transition Financial Advisors Group, Inc. in Gilbert, Arizona, who holds the CFP and MBA credentials. Transition Financial Advisors Group, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-wruk/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Transition Financial Advisors Group, Inc.
- **Based in:** Gilbert, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $300.6M across 781 accounts
- **Credentials:** CFP, MBA
- **CRD:** 3090420 (https://adviserinfo.sec.gov/individual/summary/3090420)
- **SEC registration:** Investment adviser representative in AZ, FL, TX
- **Exams passed:** Series 65 (1998)
- **Firm size:** 7 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Brian Wruk a fee-only financial advisor?

Yes. Brian Wruk is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.

### How does Brian charge for financial advice?

Brian's firm, Transition Financial Advisors Group, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brian Wruk based?

Brian Wruk is based in Gilbert, Arizona.

### What credentials does Brian Wruk hold?

Brian Wruk holds the CFP and MBA credentials.

### Is Brian Wruk registered with the SEC?

Yes. Brian Wruk is registered as an investment adviser representative in AZ, FL and TX (CRD 3090420), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Transition Financial Advisors Group, Inc. manage?

Transition Financial Advisors Group, Inc. reports $300.6M across 781 accounts in assets under management.

### How do I contact Brian Wruk?

Contact details aren't on file yet. Search for Transition Financial Advisors Group, Inc..

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/253): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.