FAQ
Frequently Asked Questions
Getting Started
Getting Started
What makes your firm different from other wealth advisors?
We offer a highly personalized, collaborative experience—not cookie-cutter plans or product sales. We’re fee-only, fiduciary, and fully focused on your goals, not commissions or quotas.
What makes your firm different from other wealth advisors?
We offer a highly personalized, collaborative experience—not cookie-cutter plans or product sales. We’re fee-only, fiduciary, and fully focused on your goals, not commissions or quotas.
What makes your firm different from other wealth advisors?
We offer a highly personalized, collaborative experience—not cookie-cutter plans or product sales. We’re fee-only, fiduciary, and fully focused on your goals, not commissions or quotas.
Do I need a certain amount of money to work with you?
Do I need a certain amount of money to work with you?
Do I need a certain amount of money to work with you?
What does working together actually look like?
What does working together actually look like?
What does working together actually look like?
How long does it take to create my financial plan?
How long does it take to create my financial plan?
How long does it take to create my financial plan?
Services & Expertise
Services & Expertise
Can you help with taxes and equity compensation?
Yes—we specialize in strategic tax planning, including stock options, RSUs, bonuses, and other forms of complex compensation. We'll help you make smart, tax-efficient choices that align with your long-term goals.
Can you help with taxes and equity compensation?
Yes—we specialize in strategic tax planning, including stock options, RSUs, bonuses, and other forms of complex compensation. We'll help you make smart, tax-efficient choices that align with your long-term goals.
Can you help with taxes and equity compensation?
Yes—we specialize in strategic tax planning, including stock options, RSUs, bonuses, and other forms of complex compensation. We'll help you make smart, tax-efficient choices that align with your long-term goals.
Do you work with my existing CPA and attorney?
Do you work with my existing CPA and attorney?
Do you work with my existing CPA and attorney?
How do you stay current with changing tax laws and regulations?
How do you stay current with changing tax laws and regulations?
How do you stay current with changing tax laws and regulations?
Faith-Based Approach
Faith-Based Approach
How do you incorporate a faith-based approach?
Our faith-based approach centers on biblical stewardship—helping you align your finances with your values, make wise decisions, and use your resources for lasting impact. It's about more than wealth; it's about purpose, generosity, and honoring God with what you've been given.
How do you incorporate a faith-based approach?
Our faith-based approach centers on biblical stewardship—helping you align your finances with your values, make wise decisions, and use your resources for lasting impact. It's about more than wealth; it's about purpose, generosity, and honoring God with what you've been given.
How do you incorporate a faith-based approach?
Our faith-based approach centers on biblical stewardship—helping you align your finances with your values, make wise decisions, and use your resources for lasting impact. It's about more than wealth; it's about purpose, generosity, and honoring God with what you've been given.
Do I have to be a Christian to work with you?
Do I have to be a Christian to work with you?
Do I have to be a Christian to work with you?
How specifically do you integrate biblical principles into planning?
How specifically do you integrate biblical principles into planning?
How specifically do you integrate biblical principles into planning?
Will you pressure me to tithe or give a certain amount?
Will you pressure me to tithe or give a certain amount?
Will you pressure me to tithe or give a certain amount?
Can you help with charitable giving strategies?
Can you help with charitable giving strategies?
Can you help with charitable giving strategies?
Fees & Investment Approach
Fees & Investment Approach
How do you charge for your services?
We offer transparent pricing through either a flat fee (upfront or retainer) or a percentage of assets under management (AUM)—based on the complexity of your financial life. No commissions, no hidden costs, and no surprises—just straightforward advice and real value.
How do you charge for your services?
We offer transparent pricing through either a flat fee (upfront or retainer) or a percentage of assets under management (AUM)—based on the complexity of your financial life. No commissions, no hidden costs, and no surprises—just straightforward advice and real value.
How do you charge for your services?
We offer transparent pricing through either a flat fee (upfront or retainer) or a percentage of assets under management (AUM)—based on the complexity of your financial life. No commissions, no hidden costs, and no surprises—just straightforward advice and real value.
Are there any hidden fees or additional costs?
Are there any hidden fees or additional costs?
Are there any hidden fees or additional costs?
How do your fees compare to other advisors?
How do your fees compare to other advisors?
How do your fees compare to other advisors?
What exactly am I paying for with your services?
What exactly am I paying for with your services?
What exactly am I paying for with your services?
How do you handle market downturns?
How do you handle market downturns?
How do you handle market downturns?
What investment philosophy do you follow?
What investment philosophy do you follow?
What investment philosophy do you follow?
How do you incorporate faith-based investing?
How do you incorporate faith-based investing?
How do you incorporate faith-based investing?
Communication & Support
Communication & Support
How often will we meet and communicate?
We typically meet 1-4 times per year for comprehensive reviews, but you have unlimited access via email and phone for questions between meetings. We're also proactive about reaching out when tax law changes or market events might affect your plan.
How often will we meet and communicate?
We typically meet 1-4 times per year for comprehensive reviews, but you have unlimited access via email and phone for questions between meetings. We're also proactive about reaching out when tax law changes or market events might affect your plan.
How often will we meet and communicate?
We typically meet 1-4 times per year for comprehensive reviews, but you have unlimited access via email and phone for questions between meetings. We're also proactive about reaching out when tax law changes or market events might affect your plan.
What if I need urgent financial advice between meetings?
What if I need urgent financial advice between meetings?
What if I need urgent financial advice between meetings?
Do you offer emergency contact for urgent situations?
Do you offer emergency contact for urgent situations?
Do you offer emergency contact for urgent situations?
What happens to my account if something happens to you?
What happens to my account if something happens to you?
What happens to my account if something happens to you?
Logistics & Accessibility
Logistics & Accessibility
Do you work with clients remotely?
Yes! We serve families nationwide through secure video calls and digital tools. Whether you're down the road or across the country, our virtual-first model is built for flexibility without compromising the quality of our service.
Do you work with clients remotely?
Yes! We serve families nationwide through secure video calls and digital tools. Whether you're down the road or across the country, our virtual-first model is built for flexibility without compromising the quality of our service.
Do you work with clients remotely?
Yes! We serve families nationwide through secure video calls and digital tools. Whether you're down the road or across the country, our virtual-first model is built for flexibility without compromising the quality of our service.
Do you serve clients in my state?
Do you serve clients in my state?
Do you serve clients in my state?
How do we handle meetings if I travel frequently?
How do we handle meetings if I travel frequently?
How do we handle meetings if I travel frequently?
What happens if I need to pause or cancel services?
What happens if I need to pause or cancel services?
What happens if I need to pause or cancel services?
Can I switch from monthly planning fees to investment management?
Can I switch from monthly planning fees to investment management?
Can I switch from monthly planning fees to investment management?
Comparisons & Value
Comparisons & Value
Why should I choose you over a larger firm like Schwab or Fidelity?
Large firms offer scale but often lack personal attention. You'll work directly with me as your advisor—not get passed around to different representatives. We provide comprehensive, values-based planning that larger firms simply can't match with their product-focused approach.
Why should I choose you over a larger firm like Schwab or Fidelity?
Large firms offer scale but often lack personal attention. You'll work directly with me as your advisor—not get passed around to different representatives. We provide comprehensive, values-based planning that larger firms simply can't match with their product-focused approach.
Why should I choose you over a larger firm like Schwab or Fidelity?
Large firms offer scale but often lack personal attention. You'll work directly with me as your advisor—not get passed around to different representatives. We provide comprehensive, values-based planning that larger firms simply can't match with their product-focused approach.
What makes you different from robo-advisors?
What makes you different from robo-advisors?
What makes you different from robo-advisors?
How do you compare to other faith-based financial advisors?
How do you compare to other faith-based financial advisors?
How do you compare to other faith-based financial advisors?
Can you provide client references or testimonials?
Can you provide client references or testimonials?
Can you provide client references or testimonials?
Why Us?
Why Families Choose Brucker Wealth
Integration of goals, values, and faith
Integration of goals, values, and faith
Integration of goals, values, and faith
Transparent, fiduciary-only advice
Transparent, fiduciary-only advice
Transparent, fiduciary-only advice
Comprehensive planning using advanced technology
Comprehensive planning using advanced technology
Comprehensive planning using advanced technology
Ongoing partnership, not just annual meetings
Ongoing partnership, not just annual meetings
Ongoing partnership, not just annual meetings
Personal accessibility and responsive service
Personal accessibility and responsive service
Personal accessibility and responsive service
No asset minimums—we believe in your potential
No asset minimums—we believe in your potential
No asset minimums—we believe in your potential
Ready to start your journey toward true wealth?
Schedule your complimentary discovery call today.
Let's Get Started
Your Future, Planned with Purpose
Your Future, Planned
with Purpose
Whether you’re ready to dive in or just exploring your options, we’re here to help you take the next step with clarity and confidence.
kurt@bruckerwealth.com
(404) 480-0940
Atlanta, GA
© 2025 Brucker Wealth. All Rights Reserved.
kurt@bruckerwealth.com
(404) 480-0940
Atlanta, GA
© 2025 Brucker Wealth. All Rights Reserved.
kurt@bruckerwealth.com
(404) 480-0940
Atlanta, GA
© 2025 Brucker Wealth. All Rights Reserved.