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Peter Russell Scruggs

Advisor at Scruggs Advisors, LLC — Battle Ground, WA

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Battle Ground, WA 98604

Scruggs Advisors, LLC

Independent

Total advisors

1

Clients per advisor

10 Low

Avg AUM per client

$286,190 Low

HNW client ratio

0% Low

About

Peter Scruggs is the principal of Scruggs Advisors, LLC and holds Series 63 and Series 65 licenses, with 27 years of experience in the financial industry. He has maintained leadership roles at several entities, including consulting businesses outside of finance, and is a co-author of a book on health insurance. Scruggs Advisors serves retirement plan sponsors, business entities, and individual clients by providing retirement plan consulting, plan-level investment advice, and wealth management services. The firm employs a documented due-diligence framework using both quantitative and qualitative analysis to select and monitor diversified passive and active investments, while primarily managing assets on a non-discretionary basis for institutional plan clients.

Client services

Based on Scruggs Advisors, LLC

Portfolio management Pension consulting

Expertise

Based on Scruggs Advisors, LLC

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Scruggs Advisors, LLC

Founder/Business Owner

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Fee options

Percentage

<$1,000,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.50% $2,500,000 - $4,000,000: 0.45% $4,000,000 - $6,000,000: 0.40% $6,000,000 - $8,000,000: 0.35% $8,000,000 - $10,000,000: 0.30% $10,000,000 - $20,000,000: 0.25% $20,000,000+: Negotiable

Location

Battle Ground, WA

2401 W. Main St, Suite 113

Battle Ground WA 98604

Advisors at this office

1

Most active in

Oregon · Washington

Work history

27 years of industry experience

B Smart Lab Solutions, LLC

2021 - Present • 5 years

Battle Ground, WA

B Smart Health Solutions LLC

2018 - Present • 8 years

Battle Ground, WA

Scruggs & Hublitz Properties LLC

2017 - Present • 9 years

Battle Ground, WA

Scruggs Advisors LLC

2016 - Present • 10 years

Battle Ground, WA

United Planners' Financial Services

2014 - Present • 12 years

Scottsdale, AZ

Gsretirement

2014 - Present • 12 years

Battle Ground, WA

Pacific Cascade Advisors Inc dba Golsan Scruggs Ins. & Risk Mgmt

1997 - Present • 29 years

Battle Gound, WA

Disclosures

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

Business activities & affiliations

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Dylan S

Series 65

Brush Prairie, WA

Walker Legacy Investments

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

General retirement planning Income planning General tax planning Cash flow / budgeting
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Aaron S

Series 65

Vancouver, WA

Comus Investment, LLC

Aaron Saunders is a financial advisor at Comus Investment, LLC in Vancouver, Washington, holding a Series 65 designation with nine years of industry experience. He has been with Comus Investment since 2016 and previously worked at United Parcel Service from 2015 to 2018. Comus Investment provides discretionary portfolio management focused exclusively on publicly traded equities for individual and institutional clients. The firm employs a deep-value, concentrated approach targeting foreign small- and micro-cap companies, avoids derivatives and leverage, and uses foreign currency conversions to facilitate international equity purchases.

Passive / index investing Private / alternative investments HENRY (High Earners, Not Rich Yet)
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Vivian C

CFA®

Vancouver, WA

Marram Investment Management, LLC

Vivian Chen is a CFA® charterholder and the sole advisor at Marram Investment Management, LLC, an independent firm based in Vancouver, Washington. She has 13 years of industry experience and has been with Marram since its founding in 2010. Marram Investment Management provides discretionary portfolio management and investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach combining quantitative screens and qualitative due diligence, with a focus on value-driven themes and special situations across various asset classes.

Active portfolio management Options & derivatives strategies Concentrated stock management
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