Advisor at Fluid Financial Planning, LLC
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Firm
Fluid Financial Planning, LLC
Location
Columbus, GA 31904
Credentials
Series 66
Industry experience
12 years
Brent Hudson is a financial advisor at Fluid Financial Planning, LLC in Columbus, GA, with 12 years of industry experience and a Series 66 designation. He previously worked at Synovus Securities, Inc. in 2016. Fluid Financial Planning manages approximately $18.5 million in discretionary assets for individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a primarily passive investment approach using multi-asset class portfolios with index mutual funds and ETFs, while also integrating fundamental, technical, and cyclical analysis as part of comprehensive financial planning and business services.
Based on Fluid Financial Planning, LLC
Financial Planning fixed fee between $500 and $750
$0 - $500,000: 0.90% $500,001+: 0.85%
Comprehensive Financial Planning ongoing monthly fee $50-$100
Fee-only: Financial Planning fixed fee ranges from $500 to $750, negotiable; Comprehensive Financial Planning upfront fee $750-$1,250 plus ongoing monthly fee $50-$100, negotiable
5636 Whitesville Road, Suite B1
Columbus, GA 31904
Alabama · Georgia
Synovus Securities, Inc.
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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