Bryan Huhn, CFP®
I help high earners downshift into an early retirement
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Reflective Wealth
Bryan Huhn, CFP®
Dallas, TX
Serving Clients Nationwide
I help high earners downshift into an early retirement
5 out of 5 Stars
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Advisor
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 Huhn. For years, I prioritized my career over my health, family, and happiness. In 2015, I was diagnosed with cancer and my first thought was “oh no, I have a work trip I’ll miss.”Then in 2021, my cancer relapsed aggressively. Having legitimately threatened my life this time, I decided it was time to stop the insanity.
Today, I leverage my 15+ years of wealth management experience to help others create, execute, and maintain financial plans that allow them to also prioritize things that are more important than work.
Career
Despite the lack of personal fulfillment throughout my corporate career, I still received mentorship from some pretty brilliant people.
I spent 13 years working for asset managers. In that time, I gained a deep understanding of how successful institutions invest to achieve specific goals.
And more importantly, I’m able to help families use the same concepts to achieve their specific life goals.
For over a decade, I advised financial advisors at all the major Wall Street firms. I educated them on how to apply investment strategies with their clients.
I then spent two years directly advising clients for one of the largest Registered Investment Advisers in the world. I managed just under 200 high-net-worth relationships, while overseeing more than $200 million of invested assets.
On a personal note, I'm a proud husband, father of two and enjoy coaching little league baseball.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
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 exists to create more joy and more wealth for more people.We help our clients use their money to create a life of freedom and fulfillment.
Through greater efficiency and less greed, we make premium financial advice and wealth planning accessible to everyone. At a fair price. 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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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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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