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Future Finances Inc

Updated today

Client assets under management

$304,621,367

Clients

288

68% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

144

Very High

Average account size

$1,057,713

About

Future Finances Inc. provides personalized financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, and also works with banks and other institutional clients. Services include ongoing portfolio management, financial planning, and the sale or placement of other financial products such as annuities, insurance, mutual funds and limited partnerships.

The firm typically uses a core-and-satellite approach—building cores with passively managed index funds and ETFs and applying tactical allocations using stocks, mutual funds or ETFs—and incorporates technical and cyclical analysis alongside fundamental inputs. Accounts are monitored and rebalanced through custodial platforms (including Fidelity Institutional Wealth Services), with regular reviews and reporting to clients and trades executed under limited trading authorization when applicable.

Notable distinctions include an affiliated introducing broker, FFI Alternatives, LLC, registered with the NFA to offer managed futures programs and physical metals, and the presence of supervised persons registered as representatives of a broker-dealer and holding commodity futures registrations. The combination of advisory services with affiliated product sales and a managed futures offering represents a mix of activities that is less common among similarly sized supported firms.

Client services

Financial planning Portfolio management

Expertise

General tax planning Income planning Annuities

Fee options

Percentage

$0 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.50% $1,000,001+: 0.25%

Commissions

Certain persons associated with FFI may receive brokerage commissions and 12b-1 fees when providing brokerage services; FFI does not charge advisory fees on assets for which commissions are received.

Project-based

Financial planning services charged hourly ranging from $50 to $500 per hour depending on advisor expertise and client complexity

Other

Account minimum: $500,000 Minimum fee: Minimum fee for financial planning services is $1,250 (non-negotiable)

Main office location

Future Finances Inc

100 Northwoods Blvd. Ste "B"

Columbus OH 43235, United States

Number of offices

1

Most active in

Florida · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Max L

CFP®, Series 63

Columbus, OH

Future Finances Inc

Max Larsen is a CFP® with 40 years of industry experience and is currently affiliated with Future Finances Inc in Columbus, OH. He has held positions at Osaic Wealth, Inc. and Triad Advisors, Inc., and has served as president of both Future Finances Inc. and Professional Benefit Planning Corp. In addition to his advisory role, Larsen is president of FF1 Alternatives, LLC, an independent introducing broker offering managed futures programs and physical metals to high-net-worth clients. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base including individuals, pension plans, trusts, and institutional clients. The firm employs a core-and-satellite investment approach combining passively managed index funds and ETFs with tactical opportunities, and operates a hybrid model offering both fee-based management and commissionable products.

General tax planning Income planning Annuities
user avatar

Bradley H

CFP®

Columbus, OH

Future Finances Inc

Bradley Huffman is a CFP® professional with 28 years of experience in financial advising. He has been with Future Finances Inc since 1997, serving as CIO and CEO, and has prior experience at Triad Advisors, Inc. and Professional Benefit Planning Corp. He is also involved with FFI Alternatives LLC, an independent introducing broker offering access to managed futures programs. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and small businesses. The firm employs a core-and-satellite investment approach, combining passively managed index funds and ETFs with tactical asset allocation strategies.

General tax planning Income planning Annuities
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