Bryan Huhn, CFP®
I help busy parents achieve financial freedom
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Reflective Wealth
Bryan Huhn, CFP®
Dallas, TX
Serving Clients Nationwide
I help busy parents achieve financial freedom
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Taxes
About Bryan Huhn, CFP®
Hi, I’m Bryan. For more than a decade, I had a high-paying corporate job, but it came at a cost — my health, my family, and everything I actually cared about.I thought the only way out was to make more money. That mindset eventually led to burnout.
Battling burnout and cancer taught me that time is more valuable than money. And the true value of money is the freedom it can buy us.
I started applying the principles I now teach — smart investing, intentional planning, and values-based decision-making — and realized I was more financially free than I thought.
I was able to step away from corporate life, slow down, and build a business that actually aligns with what matters to me.
Career
Along the way, I’ve had the benefit of working with and learning from some incredibly sharp people.
Over 13 years in the investment industry, I gained a deep understanding of how large institutions invest to meet specific goals. I now use those same principles to help everyday families hit their own life goals.
I spent more than a decade advising financial advisors at all the major Wall Street firms—teaching them how to implement investment strategies with their clients.
Then I went on to directly advise clients at one of the largest Registered Investment Advisers in the world. I managed just under 200 high-net-worth relationships, overseeing more than $200 million in assets.
Now I help people like you—hardworking professionals who want to build wealth without sacrificing their lives to do it.
On a personal note, I'm a proud husband, father of two and enjoy coaching little league baseball.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Dallas, Texas
Video
https://www.youtube.com/watch?app=desktop&v=asmR3S4kRTMMeeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Reflective Wealth
Reflective Wealth helps you intentionally plan your ideal life, use your money to finance it, and optimize your wealth over time.Through greater efficiency and less greed, we make financial advice and wealth planning accessible to everyone. For a fair and transparent flat fee. No matter the size of your portfolio.
Business Done Better
Traditional financial advisors prefer the AUM pricing model. In other words, they take a percentage of your investment portfolio every year. Which means their fee exponentially increases over time. Not because they’re working any harder. But simply because the stock market tends to go up over time.
And if you don’t have enough money to invest, they often sell you commission-based products that you don’t need.
Reflective Wealth believes in a simple and transparent flat fee for a clearly defined service. Because no matter your net worth, you deserve great financial advice at a fair price.
Your dream life awaits. Are you financially ready to pursue it?
Education
Boston University, Financial Planning Certification | Eastern Illinois University, MBA, Business Administration and Management, General; Bachelor of Science - BS, Sport and Fitness Administration
Hobbies and Interests
- Baseball
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
From uncertainty to clarity and peace of mind
✅ Wealthtender Certified Advisor Review™
Apr 30, 2025
Bryan has provided the financial peace of mind that we never thought possible. He has turned anxiety over our financial future into clarity and joy. And he did it in a matter of weeks, through honest and hopeful conversations with us.
Reflective Wealth is the type of financial planning that can transform, in a positive way, how you think about the uncertain future we all dwell on. Before we started working with Bryan, we spent a lot of emotional energy on things like: do we have enough money saved for the kids? Can we ever retire? Should we take that vacation?
After working with Bryan for a month, we felt an enormous amount of relief about all of these things. And, more importantly, a clear and attainable path forward to maintain that feeling.
I am confident that there are not many financial planning firms like Reflective Wealth.
Relationship to Financial Advisor: Client as of Apr 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Empowered With Inner Peace
✅ Wealthtender Certified Advisor Review™
Mar 18, 2025
When I reached a few financial milestones on my own I thought I was in a good financial place. But, I didn’t see my financial blind spots and couldn't put a finger on why I still felt off. Bryan helped me summarize my overall financial status and develop a monthly budget, which showed that I did have enough cash flow to fund important investments (like kids college account) and truly make my money work for me. He helped me see that money was a tool to enable my dream life, and even though it didn't feel like it today, I would have a more than adequate retirement in the future. This led to a lot of new perspective on my life goals, refocusing from the bank account onto more important things like relationships and inner peace. When I was laid off recently, he patiently modeled out a few scenarios which showed me that I really only needed 1/5 of the income I had just lost, and I'd still have an adequate retirement. Not only did this give me confidence and even leverage to navigate the job market, but it also bought inner peace with the situation. Working with Bryan to build my personalized plan has taken away a lot of the questions about what the future looks like for me, and given me the space to just be present with my family.
Bryan has been a delight to work with. He is engaging, takes the time to get to know you and build a connection, and because he isn't selling anything, he is only there to help you. He's never rushed an appointment, has always been fully focused on my account when engaging with me, and is responsive outside check-ins (even when I needed a bit of planned large purchase coaching). You can tell he's really passionate about his work because he nerds out on researching my really challenging questions. He's more than just a financial planner, he's a true financial coach, helping me change my whole relationship with money. And he's helped me achieve my version of financial freedom.
Relationship to Financial Advisor: Client as of Mar 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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