Modern Financial Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Georgetown, TX. Its latest Form ADV filing, dated March 16, 2026, reports $116M in regulatory assets under management, 2 employees, and 305 accounts.
Assets Under Management
$116M
Employees
2
Offices
--
Total Clients
72
Primary office
GEORGETOWN, TX
501 SOUTH AUSTIN AVENUE, SUITE 1220-312, GEORGETOWN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.1% of total clients.
Top client categories% of clientsClients
1
HNWI
68.1%
49
2
Individuals
31.9%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of March 16, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$116M
Total Accounts305
10Y AUM Change+$6M (+5.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee36:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.