MODERN FINANCIAL PLANNING, LLC

MODERN FINANCIAL PLANNING, LLC of GEORGETOWN, TX is an SEC-registered investment adviser (CRD 297193). Regulatory assets under management: $116.0M.

Registration

• CRD: 297193
• SEC file number: 801-134822
• Type: Registered investment adviser
• Location: 501 SOUTH AUSTIN AVENUE, SUITE 1220-312, GEORGETOWN, TX, 78626
• Phone: (510) 519-7009
• Latest filing: 2026-03-16
• Regulatory AUM: $116.0M
• Discretionary AUM: $116.0M
• Clients: 2
• Accounts: 305

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297193 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search