Brian Kuhn, financial advisor Fulton MD
104 score

Brian Kuhn

CRD Number: 4474832
Current Firm: Planning Solutions Group, LLC
Compensation Model: Both

 

Brian Patrick Kuhn CFP®, CLU®, CLTC

 

Brian Kuhn is CERTIFIED FINANCIAL PLANNER™ (CFP®) with Planning Solutions Group in Fulton MD and has been working with households since 2002.  He works with families and individuals to outline their financial strategy, project their retirement readiness, assist with investment choices, layout a budget and savings plan, minimize risk, and make important life decisions.  Specifically, his clients are “exclusively those who do NOT feel wealthy”, a tag line for his business model demonstrating that all income and asset levels are welcome.

 

He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits”. In 2015 he released “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions” both of which are available on Amazon.com & Kindle.  He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, Credit.com, HuffingtonPost, & Fedsmith.com, among others.  He has appeared in financial planning news articles at What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, on various business radio shows, as well as on ABC News TV Affiliate WMAR in Baltimore.

 

He is the host of the bi-weekly TV show “Your Future Your Finances” which airs on channel 16 MMC in Montgomery County MD and on YouTube.  Brian currently serves as a board member for the Maryland Financial Planning Association & participates on their PR committee.  He is also a member of the Howard County Estate Planning Council, and MDDC Press Association.  Through involvement in a variety of organizations he regularly speaks in the Maryland area on personal finance. 

 

He is a Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations.  Brian graduated from Towson University with a B.S. in Business Administration & a minor in English.  He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.

 

8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759 • Phone 301.543.6035 • [email protected]

 

Securities offered through Triad Advisors, Member FINRA / SIPC.  Advisory Services offered through Planning Solutions Group, LLC.  Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC

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Professional Designations
Company Name Location Dates Years
Planning Solutions Group, LLC Fulton, MD Aug 2012 - Current 5
Triad Advisors, Inc. Norcross, GA Aug 2012 - Current 5
Retirement Planning Services, Inc. Millersville, MD Apr 2008 - Current 9
Linsco/private Ledger Corp. Columbia, MD Jan 2004 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Brian Kuhn
By the Numbers
  • Total Assets Under Management
    534
    MILLIONS
  • Total Number of Accounts
    1,746
    ACCOUNTS
  • Average Account Value
    $305,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, GA, LA, MA, MD, NC, NY, PA, SC, TX, VA

Firm Disclaimer:

Securities offered through Triad Advisors, Member FINRA / SIPC.  Advisory Services offered through Planning Solutions Group, LLC.  Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC

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BADGES
104
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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