Brandon
Russ
Wpwealth Llp
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About this Advisor
Brandon Russ is a certified financial planner based out of Fort Worth, Texas with a total of 2 years of relevant experience. Russ currently works for Wpwealth Llp. The advisor has gained experience at Wpwealth, Goldstein Group Financial Advisors and Purdue University. Russ is registered to advise clients in Texas. Wpwealth Llp is a registered investment company that has its headquarters in Fort Worth, TX. It has offices in four locations and a total of 12 advisors. It administers $779 million in total assets among its 2,466 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,466 customer accounts, 44% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Fees charged by financial advisors depend on which service is provided. However, fee types billed by Wpwealth Llp may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wpwealth Llp Brokerage Details
$779,269,254
12
2,466
$316,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Brandon Russ Work History
Brandon has been registered as a financial advisor for 2 years.*
Wpwealth
Goldstein Group Financial Advisors
Purdue University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Russ to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wpwealth Llp
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.