Real wealth is felt, not seen
We help clients turn money into confidence, freedom, and lasting fulfillment
Financial Planning with a CFP® Professional
An Institutional-Grade Investment Team
One simple monthly subscription
Flat Fee Financial Advice
Traditional financial advisors charge a percentage of your portfolio. This means their fees get bigger as your wealth grows.
And if you don’t have enough money to start, they’ll often ignore you or sell you products you don’t need.
As a flat fee financial advisor, Reflective Wealth works differently.
We charge a flat monthly fee for clearly defined services.
Two Service Tiers
Wealth Management for those with at least $1.5 million to invest
Wealth Builder for those who don’t (yet)
Wealth Management
A complete all-inclusive relationship for those with at least $1.5 million to invest.
$1,250 / month
Imagine having your own personal pension fund. Managed by professionals with decades of experience managing institutional assets through multiple market cycles.
This is what we aim to simulate.
You’ll work with an investment team that has previously managed money for Fortune 500 companies and some of the biggest public pensions in world.
And you’ll work with a Certified Financial Planner™ to optimize your wealth and maximize your legacy over time.
Wealth Builder
For couples and individuals building toward financial freedom
$250 / month
Tired of having the door closed on you because you don’t have enough money saved to meet the standard minimum investment thresholds?
We hear you. Loud and clear. And we’re throwing the door wide open.
Because you deserve the same opportunity to live your best life as the millionaire class. Our goal is to help you get there.
I spent the first fourteen years of my career learning all about the wealth management industry from the inside. I hustled and grinded in an environment that too often conflicted with my values.
My battles with anxiety, burnout, and cancer fundamentally changed the way I view money. I learned that it is a tool for building a more meaningful life. Not the measure of one.
So I put that belief to the test in my own life. I restructured my finances to create current income from the assets I'd built, while still protecting my long-term retirement picture.
That financial clarity gave me the confidence to build something of my own. As a flat fee financial advisor, I've created a wealth management business fully aligned with my values.
It also gave me ownership of my time. I coach my son's little league team, spend more time with the people I love, and make room for the things that bring me joy.
Now I help others do the same: turn paychecks into assets, and assets into income. So they can feel more empowered and fulfilled in their careers and in their lives.
Bryan Huhn, CFP®
Founder of Reflective Wealth