SEC Form ADV

MODERN FINANCIAL PLANNING

Registered Investment AdviserTX
$116.0M
Assets Under Management
305
Total Clients
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Registration Details

Accession
CRD-297193
Location
GEORGETOWN, TX
Filing Date
March 16, 2026
AUM
$116.0M
Total Clients
305
Amendment
No

About this Adviser

MODERN FINANCIAL PLANNING is a registered investment adviser headquartered in GEORGETOWN, TX, managing approximately $116.0M in assets across 305 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.