Modern Financial Planning, LLC
● SEC registered since 2025CRD 297193SEC# 801-134822Georgetown, TX
Reg. AUM
$116M
Employees
2
Accounts
305
Location
Georgetown, TX
Modern Financial Planning, LLC assets under management
Modern Financial Planning, LLC is an investment advisory firm registered with the SEC based in Georgetown, TX. The firm has been registered since 2025. It reports $116 million in regulatory assets under management and employs 2 people.
Modern Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Logan Troxell Control | Principal Owner & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Modern Financial Planning, LLC manage?
Modern Financial Planning, LLC reports $116 million in regulatory assets under management on its Form ADV.
How many employees does Modern Financial Planning, LLC have?
Modern Financial Planning, LLC reports 2 employees.
Where is Modern Financial Planning, LLC located?
Modern Financial Planning, LLC is based in Georgetown, TX and has been SEC-registered since 2025.
Does Modern Financial Planning, LLC disclose fund performance?
Modern Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 501 South Austin Avenue, Suite 1220-312, Georgetown, TX 78626 |
| Phone | (510) 519-7009 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116M▲ 5%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$116Mregulatory AUM
Discretionary $116M