# Zeta Russell

> Zeta Russell is a fee-only financial advisor at Tuggle & Russell in Richardson, Texas, who holds the CFP credential. Zeta focuses on tax planning and estate & legacy planning. Tuggle & Russell reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/zeta-russell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tuggle & Russell
- **Based in:** Richardson, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.4M across 106 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 3077962 (https://adviserinfo.sec.gov/individual/summary/3077962)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1998), Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.tugglerussell.com

## Frequently asked questions

### Is Zeta Russell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Zeta holds no broker registration, and Tuggle & Russell reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Zeta charge for financial advice?

Zeta's firm, Tuggle & Russell, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Zeta Russell based?

Zeta Russell is based in Richardson, Texas.

### What does Zeta specialize in?

Zeta's specialties include tax planning and estate & legacy planning.

### What credentials does Zeta Russell hold?

Zeta Russell holds the CFP credential.

### Is Zeta Russell registered with the SEC?

Yes. Zeta Russell is registered as an investment adviser representative in TX (CRD 3077962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tuggle & Russell manage?

Tuggle & Russell reports $14.4M across 106 accounts in assets under management.

### How do I contact Zeta Russell?

Through Zeta's website, www.tugglerussell.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3077962): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tugglerussell.com/): specialties, clients served, and fees, checked October 30, 2026

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