MDO FINANCIAL PLANNING, LLC

MDO FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 319059). Regulatory assets under management: $312K.

Registration

• CRD: 319059
• Type: Registered investment adviser
• Phone: 956-457-8160
• Latest filing: 2026-03-30
• Regulatory AUM: $312K
• Discretionary AUM: $312K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319059 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search