Brian Kuhn, financial advisor Fulton MD
104 score

Brian Kuhn

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

Brian serves as the manager of a division within Planning Solutions Group; a Fulton MD hybrid RIA with over $500 million in assets under management.  The division he manages, called PSG Clarity, is a unique planning team that focuses on affordable & efficient financial planning for hard working Americans who have been under served by the investment management industry thus far.  Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian & his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.

In his 14th year as of January in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & insurance protection, with a special interest in assisting public sector employees. He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits” which is available on Amazon.com & Amazon Kindle. In 2015 he will also be releasing the book “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions”.  He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, 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 Michael Hodes’ Estate & Chris Hensley’s Retirement Planning 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.  Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is a member of the Maryland Financial Planning Association & participates on their PR committee, & is on the marketing committee of the West County Chamber of Commerce.

His profile as a financial planner is featured at wiseradvisor.com, the CFP board’s letsmakeaplan.org site, nerdwallet.com, Guidevine.com, SaplingAdvisory.com & Brightscope.com.  He has been interviewed as a featured author at Businessinfoguide.com.

Through the FPA’s speaker’s bureau he spoke in 2014 on federal employee benefits to the organization’s members & also at the Library of Congress for federal employees. He was named a 5 Star Wealth Manager for 2015.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), 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.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759 • Phone 301.543.6035 • Fax 301.543.6030 • [email protected]

- See more at: http://psgclarity.com

 

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

CONTACT
Advisory Practice Details
Services Offered:
  • Budgeting
  • Debt management
  • Social security and retirement income
  • Asset allocation (advice only, not execution)
  • Indexing / passive investing
  • Investment management
  • Security selection (advice only, not execution)
  • Socially responsible investing
  • Buying a home
  • Career change
  • Divorce
  • Getting married
  • Having a child
  • Job loss
  • Retirement planning
  • Sudden wealth
  • Life
  • Long-term care
  • Employer retirement plans
Professional Designations
Company Name Location Dates Years
Planning Solutions Group, LLC Fulton, MD Aug 2012 - Current 4
Triad Advisors, Inc. Norcross, GA Aug 2012 - Current 4
Retirement Planning Services, Inc. Millersville, MD Apr 2008 - Current 8
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)
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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