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- Custodian
- Altruist · Guggenheim · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2022
- Office Locations
- 1
Office Locations
About Reflective Wealth Planning, LLC
Reflective Wealth Planning is a flat-fee, subscription advisory firm providing CFP-led financial planning and institutional-style portfolio management. It serves couples and individuals through two tiers—Personalized Wealth Building for emerging accumulators and Premium Wealth Management for those with $1M+ to invest. Portfolios are primarily ETF-based, supported by an investment team with decades managing institutional assets for Fortune 500 companies and large public pensions.
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Investment Themes
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Owner & Executives
BRYAN ROBERT HUHN
Founder, Senior Financial Advisor
- CRD
- #5009987
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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