Bruce Swanson
Portfolio Design Services · Roanoke, Virginia
Bruce Swanson is a fee-only financial advisor at Portfolio Design Services in Roanoke, Virginia. Portfolio Design Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Portfolio Design Services |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.8M across 530 accounts |
| SEC registration | Investment adviser representative in VA, VI, WI · CRD 1113446 |
| Exams passed | Series 63 (1986) · Series 65 (1993) · Series 66 (2003) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pdsadvisers.com |
| Profile |
How Bruce's firm compares
- Portfolio Design Services's average account is about $302,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about Bruce
Is Bruce Swanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Portfolio Design Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Portfolio Design Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bruce Swanson based?
Bruce Swanson is based in Roanoke, Virginia.
Is Bruce Swanson registered with the SEC?
Yes. Bruce Swanson is registered as an investment adviser representative in VA, VI and WI (CRD 1113446), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Portfolio Design Services manage?
Portfolio Design Services reports $159.8M across 530 accounts in assets under management.
How do I contact Bruce Swanson?
Through Bruce's website, www.pdsadvisers.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
- 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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