Huyen Nguyen
Huyen Nguyen is a CFP-designated registered investment advisor at Inclusive Wealth Financial Planning LLC, based in Mechanicsburg, PA, with 3 years of industry experience. Huyen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7 clients with $460K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fee Estimator
Contact
Huyen Nguyen
Location
Mechanicsburg, PA
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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
Inclusive Wealth Financial Planning LLC
Previous Registrations
Guiding Wealth Management, LLC
Lifeguide Financial Advisors, LLC
State Registrations2 states
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.