Joseph Rugger
Bridge To Wealth · Corinth, Texas
Joseph Rugger is a fee-only financial advisor at Bridge To Wealth in Corinth, Texas. Joseph charges a percentage of assets, an ongoing planning fee and a one-time planning fee (one-time plans from $495) and focuses on physicians & residents, small business owners and student loans.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Bridge To Wealth |
|---|---|
| Based in | Corinth, Texas |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | One-time plans from $495 |
| Assets under management | $22.3M across 311 accounts |
| SEC registration | Investment adviser representative in AR, LA, PA, TN, TX · CRD 7300630 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bridgetowealthllc.com |
| Profile |
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Questions about Joseph
Is Joseph Rugger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Bridge To Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Joseph charge?
According to Bridge To Wealth's website, checked October 30, 2026: one-time plans from $495.
Where is Joseph Rugger based?
Joseph Rugger is based in Corinth, Texas.
What does Joseph specialize in?
Joseph's specialties include physicians & residents, small business owners, student loans and retirement planning. Joseph works with physicians.
Is Joseph Rugger registered with the SEC?
Yes. Joseph Rugger is registered as an investment adviser representative in AR, LA, PA, TN and TX (CRD 7300630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bridge To Wealth manage?
Bridge To Wealth reports $22.3M across 311 accounts in assets under management.
How do I contact Joseph Rugger?
Through Joseph's website, www.bridgetowealthllc.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
- Bridge To Wealth 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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