Patrick Tuggle
Evidence Wealth · Bryan, Texas
Patrick Tuggle is a fee-only financial advisor at Evidence Wealth in Bryan, Texas. Evidence Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Evidence Wealth |
|---|---|
| Based in | Bryan, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $56.8M across 282 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8195740 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | evidencewealth.com |
How Patrick's firm compares
- Evidence Wealth's average account is about $201,000, from its Form ADV (assets managed divided by 282 accounts).
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Questions about Patrick
Is Patrick Tuggle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Evidence Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Evidence Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Tuggle based?
Patrick Tuggle is based in Bryan, Texas.
Is Patrick Tuggle registered with the SEC?
Yes. Patrick Tuggle is registered as an investment adviser representative in TX (CRD 8195740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evidence Wealth manage?
Evidence Wealth reports $56.8M across 282 accounts in assets under management.
How do I contact Patrick Tuggle?
Through Patrick's website, evidencewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bryan
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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