# Reflective Wealth Planning, LLC

> Reflective Wealth Planning, LLC is a state-registered investment advisory firm in Dallas, TX, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 317997
- Filed as: REFLECTIVE WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317997
- AdvisorCensus page: https://advisorcensus.com/firm/reflective-wealth-planning-llc-dallas-tx-317997

## Quick answers

**How is Reflective Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reflective Wealth Planning, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Reflective Wealth Planning, LLC located?**
Reflective Wealth Planning, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Reflective Wealth Planning, LLC registered with the SEC or a state?**
Reflective Wealth Planning, LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 317997.

**How much does Reflective Wealth Planning, LLC manage?**
Reflective Wealth Planning, LLC reports $3,000,000 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Reflective Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does Reflective Wealth Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317997

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,000,000
- Discretionary: $3,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $3,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reflectivewealth.com
- LinkedIn @bryanhuhn

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reflective Wealth Planning, LLC (CRD 317997): Form ADV filing data as of October 2026.