Thomas Ruggie
Destiny Wealth Partners · Tavares, Florida
Thomas Ruggie is a fee-only financial advisor at Destiny Wealth Partners in Tavares, Florida, who holds the CFP and ChFC credentials. Destiny Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Destiny Wealth Partners |
|---|---|
| Based in | Tavares, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $947.3M across 2,949 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, TX · CRD 2193305 |
| Exams passed | Series 63 (1995) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | destinyprivatetrust.com |
How Thomas's firm compares
- Destiny Wealth Partners's average account is about $321,000, from its Form ADV (assets managed divided by 2,949 accounts).
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Questions about Thomas
Is Thomas Ruggie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Destiny Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Destiny Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Thomas Ruggie based?
Thomas Ruggie is based in Tavares, Florida.
What credentials does Thomas Ruggie hold?
Thomas Ruggie holds the CFP and ChFC credentials.
Is Thomas Ruggie registered with the SEC?
Yes. Thomas Ruggie is registered as an investment adviser representative in FL and TX (CRD 2193305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Destiny Wealth Partners manage?
Destiny Wealth Partners reports $947.3M across 2,949 accounts in assets under management.
How do I contact Thomas Ruggie?
Through Thomas's website, destinyprivatetrust.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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