B

Brucker Wealth

Updated today

Client AUM

$6,863,225

Clients

11

Advisors

1

of 1 employees

About

Brucker Wealth is a fee-only, independent advisory firm run by a single CFP®-credentialed advisor that provides discretionary investment management, ongoing and project-based financial planning, and tax-coordination support. The firm reports $6,863,225 in assets under management across 11 client relationships and also assists with held-away accounts and implementation through third‑party managers.

Its investment process is organized around asset-allocation and primarily passive management using stocks, bonds, mutual funds, and ETFs, while also employing separately managed accounts, outside managers and model portfolios (including participation in the Altruist Model Marketplace). The firm may recommend alternative investments when appropriate, uses both fundamental and technical methods in analysis, and accepts reasonable client‑imposed restrictions on portfolios.

Compared with many solo independent advisers, Brucker Wealth discloses the use of client testimonials in its advertising and appears to concentrate on high‑net‑worth individuals and corporate/business clients rather than retail non‑HNW individuals. The firm also notes a practice of absorbing tax-preparation fees for clients with at least $2,000,000 under management who use its recommended provider, and the sole advisor maintains an insurance license (not used to sell products) and service on a small nonprofit board.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Project-Based Financial Planning fixed fees range from $250 to $5,000; Ongoing Financial Planning initial fee $1,000 to $10,000; monthly ongoing planning fees $100 to $2,000

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

$350 per hour for Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning monthly fees range from $100 to $2,000

Other

Account minimum: $10,000 Fee-only: Fee-only firm; no commissions or sales-related compensation

Main office

Atlanta GA

Advisors at this office

1

Most active in

Georgia · Texas

Also doing business as

Brucker Wealth · Brucker Wealth LLC

Disclosures

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

Business activities & affiliations

Advisors at this firm

Kurt B

CFP®, Series 66

Atlanta, GA

Brucker Wealth

Here's the final version: Kurt Brucker is a CFP® and Series 66-registered advisor with eight years of experience in financial planning. He founded Brucker Wealth in 2025 after nearly eight years at Oxygen Financial, where he worked with hundreds of clients and built a planning practice grounded in relationships, not transactions. His path to advising started with an internship doing stock research for an RIA. He enjoyed the investment side of it, but realized he was more drawn to the people than the portfolio analysis. That instinct has shaped everything since. Growing up, Kurt watched his parents navigate both success and hardship at different points in their lives. That perspective is part of what makes him effective in this seat. He understands that a financial plan has to hold up under pressure, not just favorable conditions. Brucker Wealth serves Christian couples and professionals who want a planning relationship where faith is part of the conversation. Kurt prays with clients, helps them define what faithful stewardship looks like in their specific season, and works with them to identify finish lines so they can live generously rather than just accumulate. On the investment side, portfolios are built around what clients actually believe in: broadly diversified across asset classes, with selective exposure to thematic opportunities where conviction and evidence align. Planning covers investments, taxes, estate, and insurance as one connected picture. He is based in Atlanta, Georgia, where he lives with his wife and two daughters.

General tax planning Retirement income strategy General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive Technology Professional Christian Faith Based Married/Couples/Partners Mid-Career Professionals Established Professionals Values-based investing
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