Brian Kuhn | Financial Advisor - Nerdwallet
Brian Kuhn

Brian Kuhn

CFP®, CLTC, CLU

Brian is a Financial Advisor who helps clients create and stick to a budget, develop a plan for retirement and protect their loved ones with insurance.

  • About Brian
  • Questions & Answers

Advisor Details

Contact Advisor
Company
CFP® at PSG Clarity
Address
8161 Maple Lawn Blvd Suite 400
Fulton MD, 20759
Phone
(301) 543-6035
Follow

About Brian

Thank you for visiting my profile. I look forward to meeting you. 301-543-6035 or BKuhn@PSGClarity.com

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 fol...

Education

  • B.S., Business Administration, Towson University

Certifications

Registrations
Designations
?
Insurance License
  • MD: #000188569
  • DC: #2855157
  • PA: #698727
  • FL: #W158889
  • OH: #988453
  • TX: #1703176

Tips from Brian

Brian's videos

  • Author Introduction to Total Compensation: A Practical Guide to Federal Employee Benefits
  • Federal Employee Benefits
  • Human Nature of Retirement Planning

Typical Clients & Fee Structure

Typical Clients

People near retirement
Public Employees
Young professionals

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.
Commission
Paid when their clients buy or sell specific products (e.g. stocks, bonds, etc).
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.
Other
May be paid in the form of a salary, monthly retainer fee, etc. Contact advisor for further details.

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.