Bryan Huhn, CFP®
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Reflective Wealth
Bryan Huhn, CFP®
Dallas, TX
Serving Clients Nationwide
You don't have to wait until retirement to live free.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Cash Flow
- Family and Money
- Financial Life Planning
- Investment Management
- Retiring Early (F.I.R.E)
About Bryan Huhn, CFP®
Reflective financial planning helped me transform from a life I hated into a life I love.My corporate career ended in flames. I burned out hard after 14 years in a culture that clashed with my values — and pulled me away from my family. Eventually, I realized the truth: I was living someone else’s version of success.
So I created a plan. And I walked away.
I began prioritizing my family. And I pursued work that aligns with my values. This is how Reflective Wealth was born.
Today, through thoughtful financial planning and wealth management, I help my clients create lives they never want to escape from — lives they’re proud to call their own.
My biggest regret? Not planning sooner. But that’s the beauty of it — my clients get to skip the mistakes I made. And that makes me pretty happy.
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
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- 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 and use your money to finance it, while optimizing your wealth and legacy 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 charge a percentage of your portfolio — which means as your wealth grows, so do their fees. Even though they aren’t working any harder.
And if you don’t have enough money, they’ll often ignore you or sell you a commission-based product you don’t need.
Reflective Wealth works differently.
We charge a flat monthly fee for clearly defined services, so you always know what you're paying — and what you’re getting.
No surprises. No sales pitches. Just smart, transparent advice.
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
- Golf
- Working Out
- Writing
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Parents
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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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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