TH
CFP
TH
CFP

Timothy Huynh

6 Years of Experience
New York, NY

Timothy Huynh is a CFP-designated registered investment advisor at Firebrand Wealth Management, LLC, based in New York, NY, with 6 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 80 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
80 clients
Average Client Portfolio
$703K average
Assets Under Management
$56.3M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.80%
$5M+0.80%

Fees are negotiable on a per client basis. For assets over $5,000,000, contact for a custom quote.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

135 W 41st St, 5th Floor, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Firebrand Wealth Management, LLC
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Westfield Financial Planning
May 2019 - March 2024 · 4 yrs 10 mos
State Registrations5 states
CANJNYTXWA
Advisor

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
No exam information available for this advisor.