# Huyen Nguyen

> Huyen Nguyen is a fee-only financial advisor at Inclusive Wealth Financial Planning LLC in Mechanicsburg, Pennsylvania, who holds the CFP credential. Huyen charges a flat fee or retainer, a one-time planning fee, hourly fees and a percentage of assets (one-time plans from $2,000 and $300 an hour) and focuses on retirement planning, flat-fee planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/huyen-nguyen/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Inclusive Wealth Financial Planning LLC
- **Based in:** Mechanicsburg, Pennsylvania
- **Fee model:** Flat fee or retainer; One-time planning fee; Hourly; Percentage of assets
- **Fees (firm's website):** one-time plans from $2,000; $300 an hour; 0.75% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $915K across 6 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Flat-fee planning, Divorce financial planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7560502 (https://adviserinfo.sec.gov/individual/summary/7560502)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://inclusivewealthfp.com

## Frequently asked questions

### Is Huyen Nguyen a fee-only financial advisor?

Yes. Huyen Nguyen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Huyen's firm.

### How does Huyen Nguyen charge for financial advice?

Huyen Nguyen charges a flat fee or retainer, a one-time planning fee, hourly fees and a percentage of assets.

### How much does Huyen Nguyen charge?

According to Inclusive Wealth Financial Planning LLC's website, checked October 28, 2026: one-time plans from $2,000; $300 an hour; 0.75% a year on the first tier of assets managed; no asset minimum.

### Where is Huyen Nguyen based?

Huyen Nguyen is based in Mechanicsburg, Pennsylvania.

### What does Huyen Nguyen specialize in?

Huyen Nguyen's specialties include retirement planning, flat-fee planning and divorce financial planning. Huyen works with pre-retirees and retirees.

### What credentials does Huyen Nguyen hold?

Huyen Nguyen holds the CFP credential.

### Is Huyen Nguyen registered with the SEC?

Yes. Huyen Nguyen is registered as an investment adviser representative in PA and TX (CRD 7560502), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Inclusive Wealth Financial Planning LLC manage?

Inclusive Wealth Financial Planning LLC reports $915K across 6 accounts in assets under management.

### How do I contact Huyen Nguyen?

Through Huyen Nguyen's website, inclusivewealthfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52523): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.inclusivewealthfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.