CRD: 328906
Inclusive Wealth Financial Planning LLC
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- Custodian
- American Funds · Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2024
- Office Locations
- 1
Office Locations
About Inclusive Wealth Financial Planning LLC
Inclusive Wealth Financial Planning is an independent, fee-only fiduciary RIA providing flat-fee financial planning and ongoing investment management with no minimum assets required. The firm focuses on Asian American professionals, women, and pre-/new retirees, supporting retirement transitions (Social Security, healthcare, taxes, and legacy). Portfolios are implemented with diversified funds/ETFs and can be custodied at Schwab.
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Investment Themes
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Platform
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Owner & Executives
Huyen Thuong Nguyen
Chief Compliance Officer, Investment Adviser Representative, Managing Member
- CRD
- #7560502
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $914,582 | -- |
| Non-Discretionary | $0 | -- |
| Total | $914,582 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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