Tuggle & Russell, L.L.C. fees and pricing
Financial planner in Richardson, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 1, 2026, Tuggle & Russell, L.L.C. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Financial advice for clients who do not have assets under management are based on an hourly rate, subject to negotiation with the client, with the minimum hourly rate generally being $150.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tuggle & Russell, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If termination is initiated by Tuggle & Russell, LLC, refund of management fee is made pro rata for the remainder of the quarter after the 30 day period.”
How Tuggle & Russell, L.L.C.’s fees compare
- Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
About Tuggle & Russell, L.L.C.
“The function of Tuggle & Russell, LLC is to provide investment management services and financial advice to individuals, trusts, and estates.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 41
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $14,445,771
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124177
- Phone
- (972) 788-4703
Other planners in Richardson that publish fees
- LD Lowe Wealth AdvisoryRichardson$500/hr
- Lemnis CapitalRichardson$2,000-$5,000, $30/mo
- Sendera Wealth AdvisorsRichardson$7,500-$15,000
- Strategic Wealth PlanningRichardson$750-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.