Russell Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,770,349
Clients
121
Advisors
3
of 3 employees
About
Russell Wealth Advisors serves individual and high‑net‑worth clients, as well as trusts, estates and business entities, offering discretionary asset management alongside standalone financial planning and one‑time or as‑needed consulting engagements. The firm reports roughly $105.6 million in discretionary assets under management across about 121 client relationships and provides ongoing portfolio supervision as well as written financial plans.
Portfolios are tailored to each client’s situation and may include strategic and tactical asset allocation with periodic rebalancing; the firm uses a mix of fundamental, technical (including charting) and cyclical analysis and reviews managed accounts at least quarterly. Russell Wealth Advisors also accommodates special situations (for example, low‑basis stock, stock options, legacy holdings and unique tax considerations) and notes it may modestly increase cash positions based on market conditions; financial planning engagements generally produce written recommendations but do not include implementation or ongoing monitoring unless a separate agreement is executed.
Notable operational features include that the firm’s investment adviser representatives are also registered representatives of LPL Financial and several hold insurance licenses, and the firm directs implementation through broker/dealers determined by the firm (LPL is used when representatives act in their broker‑dealer capacity), a structure that can give rise to potential conflicts of interest. The firm does not take custody of client funds, does not vote client proxies on behalf of clients, and offers access to a broad menu of instruments—including options, structured products and variable products—beyond the mutual funds and ETFs commonly used by many peers.
Client services
Expertise
Fee options
$250 per hour for financial planning and consulting services
Main office
611 Story Street
Boone IA 50036
Advisors at this office
3
Most active in
Iowa
Also doing business as
Russell Wealth Advisors · Russell Wealth Advisors Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew R
Series 63, Series 65
Boone, IA
Russell Wealth Advisors
Andrew Russell is a financial advisor with Russell Wealth Advisors in Boone, Iowa, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been associated with Russell Wealth Advisors since 2017 and has prior experience with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and businesses, offering discretionary asset management, financial planning, and consulting. The firm manages roughly $105.6 million in discretionary assets across about 121 client relationships, employing a mix of fundamental, technical, and cyclical analysis with tailored portfolio strategies and ongoing supervision.
Gary R
Series 63
Boone, IA
Russell Wealth Advisors
Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.
Adam R
Series 63, Series 66
Boone, IA
Russell Wealth Advisors
Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.
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