Andrew Huynh is a CFP, ChFC-designated registered investment advisor at Pink Planning, based in Tolland, CT, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Investment management is available as an optional add-on for clients who also choose ongoing financial planning. The combined monthly fees depend on the selected service tier:
- Star tier — $299 total per month ($199 for planning plus $100 for investment management), totaling $3,588 annually
- Icon tier — $549 total per month ($399 for planning plus $150 for investment management), totaling $6,588 annually
- Legend tier — $848 total per month ($599 for planning plus $249 for investment management), totaling $10,176 annually
Fees are paid monthly in advance.
Location
Tolland, CT
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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
Pink Planning
Previous Registrations
MML Distributors, LLCBroker
Pruco Securities, LLC.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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