F
$19.7M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
1 Employees
109 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2016
- Office Locations
- 1
Office Locations
5636 Whitesville Road Suite B1 Columbus GA
About Fluid Financial Planning, LLC
Fluid Financial Planning is a fee-only fiduciary providing fixed-fee and comprehensive financial planning plus ongoing investment management for working families, young professionals, and pre-retirees. The firm emphasizes low-cost, passive portfolios and fee transparency, with no asset minimums to engage. Schwab-custodied accounts support implementation and servicing.
Team overview
-- AVG AGE
$19.7M AVG AUM / ADVISOR
$180.6K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRENT CAMERON HUDSON
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6189100
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,682,861 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,682,861 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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