Zeta Russell
Tuggle & Russell · Richardson, Texas
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.
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Specialties
Facts
| Firm | Tuggle & Russell |
|---|---|
| Based in | Richardson, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $14.4M across 106 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 3077962 |
| Exams passed | Series 63 (1998) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tugglerussell.com |
How Zeta's firm compares
- Tuggle & Russell's average account is about $136,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Zeta
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Richardson
Other advisors in Texas who focus on tax planning
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
- Tuggle & Russell 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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