Advisor at Inclusive Wealth Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Inclusive Wealth Financial Planning LLC
Location
Mechanicsburg, PA
Credentials
CFP®, Series 65
Industry experience
3 years
Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.
Based on Inclusive Wealth Financial Planning LLC
Based on Inclusive Wealth Financial Planning LLC
Based on Inclusive Wealth Financial Planning LLC
One-time 90-minute session fee ranging from $400 to $600; fixed fees for Comprehensive Financial Plan and Project-Based Review based on estimated hours multiplied by hourly rate
Under $1,000,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.65% Over $3,000,000+: 0.50%
Standard hourly rate $250 to $500 per hour for Financial Planning Services and Implementation Support Service
Ongoing Subscription-Based Service fees $500 to $950 per quarter payable in advance
Minimum fee: Minimum annual fee of $3,000 for Investment Management Services Fee-only: Financial Planning Services fees: Comprehensive Financial Plan typically ranges $2,500 to $15,000; Project-Based Review typically ranges $2,500 to $5,000; Ongoing Subscription-Based Service fixed fee $500 to $950 per quarter; Implementation Support Service fees vary based on complexity, hourly rate $250 to $500 or fixed quarterly fee $500 to $950
Mechanicsburg, PA
Pennsylvania · Texas
Guiding Wealth LLC
2023 - 2024 (1 year)
Inclusive Wealth Financial Planning LLC
2023 - Present (3 years)
LifeGuide Financial Advisors
2022 - 2023 (1 year)
HM Health Solution - United Concordia
2014 - 2022 (8 years)
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
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Broker-dealer / trader
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Bank
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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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