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Brian Ruff

Advisor at Chisholm Wealth Management

Updated today

Location

Burleson, TX 76028

Credentials

CFP®, Series 66

Industry experience

18 years

About

Brian Ruff is a CFP® professional with 18 years of industry experience, currently serving at Chisholm Wealth Management since 2025. Prior to this, he worked for 12 years at Advisor Resource Council and LPL Financial. He holds a Series 66 license and is based in Burleson, TX. Chisholm Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of passive and active investment strategies guided by modern portfolio theory, often using Outside Managers while maintaining discretionary oversight.

Client services

Based on Chisholm Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Chisholm Wealth Management

Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Ongoing Financial Planning upfront charge $0-$5,000; Project-Based Financial Planning $500-$10,000; Educational Seminars $0-$5,000 per seminar or $0-$500 per participant; Retirement Plan Consulting fixed fees $5,000-$50,000 annually

Percentage

$0+: 1.75% annually for Investment Management Services $0 - $500,000: 1.00% annually for Retirement Plan Consulting 3(21) and 3(38) Fiduciary Services $500,001 - $1,000,000: 0.75% annually for Retirement Plan Consulting 3(21) and 3(38) Fiduciary Services $1,000,001 - $2,000,000: 0.60% (3(21)) / 0.70% (3(38)) annually for Retirement Plan Consulting $2,000,001 - $5,000,000: 0.50% (3(21)) / 0.60% (3(38)) annually for Retirement Plan Consulting $5,000,001 - $20,000,000: 0.30% (3(21)) / 0.40% (3(38)) annually for Retirement Plan Consulting $20,000,001+: 0.20% annually for Retirement Plan Consulting 3(21) and 3(38) Fiduciary Services

Project-based

$350 per hour, billed in 15-minute increments for financial planning services

Other

Fee-only: Financial Planning: ongoing flat fees $100-$800/month or $300-$2,400/quarter; project-based fees $500-$10,000; hourly fee $350/hour billed in 15-minute increments

Location

1308 Nw John Jones Dr

Burleson, TX 76028

Most active in

Texas

Work history

Chisholm Wealth Management

2025 - Present (1 year)

Advisor Resource Council (Formerly: 360 Wealth Management)

2013 - 2025 (12 years)

LPL Financial

2013 - 2025 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 63, Series 65

Mansfield, TX

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Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Matthew Beeby is a financial advisor at Harvest Capital Management in Aledo, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens from 2014 to 2018. Outside of advisory work, he owns and manages residential real estate investments through MHB Real Estate Investments, LLC. Harvest Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory approach with fundamental analysis, offering services such as portfolio management, financial planning, and pension consulting.

Annuities
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Chukwudi U

Series 65

Ft Worth, TX

Lampados Financial Group, LLC

Chukwudi Uraih is a financial advisor at Lampados Financial Group, LLC, holding a Series 65 designation with four years of industry experience. He has worked at Booz Allen Hamilton and serves in the United States Army Reserve. Outside of advising, he is the owner and CEO of Lampados Realty Group TX, LLC, a real estate business. Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and fund investors. The firm utilizes a proprietary methodology combining fundamental investment analysis with algorithmic cash-flow modeling to offer diversified, long-term, and risk-aware strategies alongside infrastructure-focused fund management.

Cash flow / budgeting General retirement planning Tax strategies for small businesses Wealth management Real estate investing
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Robert H

Series 63, Series 66

Fort Worth, TX

Helm Investment

Robert Helm is the sole advisor at Helm Investment, an independent firm based in Fort Worth, TX. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, with prior roles at Securities America Advisors, Securities America, Inc., and LPL Financial. He is also an independently licensed insurance agent specializing in life insurance. Helm Investment provides discretionary asset management primarily to individual and high-net-worth clients as well as select business entities. The firm employs a combination of fundamental and technical analysis with tailored strategies and manages both separately managed accounts and a private pooled vehicle that includes cryptocurrency-focused investments.

Private / alternative investments Options & derivatives strategies
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Garrison L

Series 63, Series 65

Aledo, TX

G.P. Leach Securities LLC

Garrison Leach is the sole advisor at G.P. Leach Securities LLC in Aledo, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Cheldan Capital Management, L.L.C. and J.S. McNair Advisors. G.P. Leach Securities LLC provides quantitative portfolio management and advisory services to institutions and individual investors, offering a range of separately managed strategies executed primarily through exchange-traded funds. The firm employs a systematic, research-driven approach using proprietary models and incorporates derivatives and leverage where suitable, operating as a boutique manager with a broad and sophisticated strategy set.

Passive / index investing Active portfolio management
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