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MODERN FINANCIAL PLANNING

MODERN FINANCIAL PLANNING, LLC

CRD 297193 · SEC 801-134822

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501 SOUTH AUSTIN AVENUE, SUITE 1220-312, GEORGETOWN, TX, 78626, United States

Phone

(510) 519-7009

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$116.0M

Discretionary AUM

$116.0M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals23$25.0M
High net worth individuals49$91.0M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD