MODERN FINANCIAL PLANNING, LLC
Doing business as MODERN FINANCIAL PLANNING. SEC Form ADV profile.
Total regulatory AUM
$116,000,000
Discretionary
$116,000,000
Non-discretionary
$0
Firm details
- CRD number
- 297193
- SEC file number
- 801-134822
- Main office
- GEORGETOWN, TX, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.modernfp.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.