Graduate from success to meaning
We help clients turn money into leverage, 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.
For more than a decade, I learned all about the wealth management industry from the inside. But too often, my work culture clashed with my values.
I decided to step away and build a more fulfilling career and life. I began tapping my accumulated assets to generate current income, while also protecting my future retirement projections.
This gave me the financial freedom to start my own business. And as a flat fee financial advisor, I’ve created a wealth management business that doesn’t clash with my values.
It also meant owning my time. Which has allowed me to coach my son’s little league baseball team, spend more time with loved ones, and rediscover hobbies that bring me joy.
Now I help others turn their paychecks into assets, and their assets into current income. So they can enjoy more freedom, fulfillment, and impact in their own lives.
What would you do with more freedom?
Bryan Huhn, CFP®
Founder of Reflective Wealth