Bryan Huhn is a CFP-designated registered investment advisor at Sowell Management, based in Dallas, TX, with 19 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.
Fee Estimator
Location
9330 LBJ Freeway, Suite 900, Dallas, TX, 75243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sowell Management
Previous Registrations
Reflective Wealth Planning, LLC
Fisher Investments
Hennion & Walsh Asset Management, INC.
Hennion & Walsh, INC.Broker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Guggenheim Funds Distributors, INC.Broker
Claymore Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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