Use Your Wealth To Live A More Purposeful Life
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. That way, you keep more of your hard-earned money. And know your best interests are being taken seriously.
Two Service Tiers
Premium Wealth Management for those with at least $1 million to invest
Personalized Wealth Building for those who don’t (yet)
Wealth Management
For couples and individuals with $1 million or more to invest
$1,250 / month
Imagine having your own personal pension fund. Managed by professionals who have managed money for Fortune 500 companies and some of the biggest public pensions in the world.
That’s exactly what we’re talking about.
You’ll work with investment specialists with decades of experience managing institutional assets through multiple market cycles.
Wealth Building
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 start using my accumulated assets to generate supplemental income, giving me enough financial freedom to slow down and build a more fulfilling career and life.
For me, this meant starting my own business that I can operate from anywhere. And as a flat fee financial advisor, I’ve created a wealth management business that doesn’t clash with my values.
It also meant coaching my son's little league baseball team and building community around it.
It’s given me the time to deepen relationships with loved ones. And to rediscover hobbies that bring me joy.
Now I help others turn their paychecks into assets, and their assets into supplemental income. So they can enjoy more freedom and flexibility in their own lives.
What would you do with more freedom?
Bryan Huhn, CFP®
Founder of Reflective Wealth