Huyen Nguyen
Inclusive Wealth Financial Planning LLC · Mechanicsburg, Pennsylvania
Huyen Nguyen is a fee-only financial advisor at Inclusive Wealth Financial Planning LLC in Mechanicsburg, Pennsylvania, who holds the CFP credential.
- $2,000
- One-time plan, from
- $300
- Hourly rate
- $915,000
- Firm assets managed
- $152,000
- Firm's average account
What Huyen focuses on
Who Huyen works with
- Pre-retirees
- Retirees
How does Huyen's firm compare?
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A one-time plan starts at $2,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
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The hourly rate is $300, above the Pennsylvania median of $250 for fee-only firms that publish prices.
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Inclusive Wealth Financial Planning LLC's average account is about $152,000, from its Form ADV (assets managed divided by 6 accounts).
Questions about Huyen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $915K across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 7560502 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | inclusivewealthfp.com |
| Profile |
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Other fee-only advisors in Mechanicsburg
Other advisors in Pennsylvania who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Inclusive Wealth Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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