BH
BH

Brent Hudson

12 Years of Experience
Columbus, GA

Brent Hudson is a registered investment advisor at Fluid Financial Planning, LLC, based in Columbus, GA, with 12 years of industry experience. Brent 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, Retirement Planning. Their firm serves 112 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
112 clients
Average Client Portfolio
$165K average
Assets Under Management
$18.5M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K+0.85%

Fees are negotiable.

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

5636 Whitesville Road, Suite B1, Columbus, GA, 31904

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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
Fluid Financial Planning, LLC
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Synovus Securities, INC.
February 2016 - September 2016 · 7 mos
Synovus Securities, INC.Broker
February 2016 - September 2016 · 7 mos
Princor Financial Services Corporation
December 2013 - February 2016 · 2 yrs 2 mos
Princor Financial Services CorporationBroker
May 2013 - February 2016 · 2 yrs 9 mos
State Registrations2 states
ALGA
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.