Overview
Assets Under Management: $110 million
Headquarters: GEORGETOWN, TX
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
MODERN FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297193), MODERN FINANCIAL PLANNING is subject to fiduciary duty under federal law.
MODERN FINANCIAL PLANNING is headquartered in GEORGETOWN, TX.
MODERN FINANCIAL PLANNING serves 57 high-net-worth clients according to their SEC filing dated December 11, 2025. View client details ↓
According to their SEC Form ADV, MODERN FINANCIAL PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
MODERN FINANCIAL PLANNING manages $110 million in client assets according to their SEC filing dated December 11, 2025.
According to their SEC Form ADV, MODERN FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 300
Discretionary Accounts: 300
Regulatory Filings
CRD Number: 297193
Filing ID: 2033607
Last Filing Date: 2025-12-11 18:54:52
Website: 0