# Reflective Wealth Planning

Reflective Wealth Planning is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2022
- **Assets under management:** $1.5M+
- **Website:** reflectivewealth.com
- **LinkedIn:** https://www.linkedin.com/company/reflective-wealth

## Regulatory record

- **CRD number:** 317997
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-16T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317997

## About

Reflective Wealth Planning was founded in 2022 by Bryan Huhn, a certified financial planner who departed the institutional wealth management industry to build a practice grounded in life planning and transparent pricing. The firm operates from Dallas, Texas, and structures its client relationships around a flat monthly subscription rather than the traditional assets-under-management fee model. The firm divides its services into two clearly defined tiers. The Wealth Management track targets couples and individuals with at least $1 million to invest, charging $1,250 per month for institutional-grade portfolio management alongside comprehensive financial planning. The Wealth Building track is priced at $250 per month and accepts clients still accumulating assets, a segment often overlooked by percentage-based advisors. The investment team — described as having previously managed money for Fortune 500 companies and large public pensions — runs the institutional-grade portfolios. Reflective Wealth's stated geographic focus is Dallas, TX, United States. Reflective Wealth does not publicly disclose assets under management or total deployment figures. The firm presents its Wealth Management tier as an effort to simulate a personal pension fund for clients with $1 million or more in investable assets. Huhn positions the practice as an alternative to an industry that he says often ignores or product-loads clients who do not meet standard investment minimums. The core structural differentiator is pricing architecture, not portfolio strategy. By charging a flat monthly fee, Reflective Wealth decouples its revenue from asset growth, which it argues removes the incentive to maximize AUM and aligns the advisor with client cash-flow and longevity goals. This subscription-based model remains uncommon among RIAs serving high-net-worth clients.

## People

- Bryan Huhn — Founder

## Questions

### Who makes investment decisions at Reflective Wealth Planning?

Bryan Huhn, as founder, leads the firm and is the named CFP® professional. The firm's website describes an investment team with prior institutional experience managing assets for Fortune 500 companies and large public pensions, though it does not name the specific individuals on that team.

### How does Reflective Wealth's flat-fee model differ from a typical AUM-based advisor?

Instead of charging a percentage of assets under management — a fee that grows as a client's portfolio grows — Reflective Wealth charges a fixed monthly subscription. Wealth Management clients investing $1 million or more pay $1,250 per month, while Wealth Building clients accumulating toward financial freedom pay $250 per month. The firm argues this removes the advisor's incentive to maximize AUM at the expense of the client's broader life-planning goals.

### Where does the firm's investment team come from?

Reflective Wealth states that its investment team previously managed money for Fortune 500 companies and some of the largest public pensions in the world. The firm does not publish the specific names or career histories of the investment team members on its website.

## Related profiles

- [Reflection Asset Management](https://altss.com/profile/reflection-asset-management)
- [Reflect Ventures](https://altss.com/profile/reflect-ventures)

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Last updated: 2026-07-08T22:24:59.780Z

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