Reflective Wealth Planning is a registered investment advisor based in Dallas, Texas, owned and operated by Bryan Huhn. The firm focuses on helping individuals and high-net-worth clients grow and protect their wealth through a core service called the Wealth Building Service. This service includes creating a personalized financial blueprint, analyzing cash flows and debt, managing financial risks, reviewing employee benefits, and providing ongoing investment guidance. Clients can also add optional services, such as discretionary investment management using exchange-traded funds and individual stocks, annual equity compensation planning, and proactive annual tax planning sessions. Additionally, Reflective Wealth Planning offers a one-time estate planning service in partnership with a third-party provider to help clients establish wills and trusts.
Fee Structure
Discretionary investment management is available as an add-on to the core planning service for an additional monthly subscription fee of $200, bringing the total to $450 per month when combined with the baseline $250 planning fee. This service cannot be purchased alone and requires the core Wealth Building Service.