# MDO Financial Planning

MDO Financial Planning is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 319059
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319059

## About

MDO Financial Planning, LLC is a state-registered investment adviser with $312,345 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who owns or controls MDO Financial Planning LLC?

The principals and ownership structure of MDO Financial Planning LLC are not publicly disclosed. No state business registry filings or press releases list a named member, manager, or beneficiary. This lack of transparency precludes allocator due diligence.

### Does MDO Financial Planning LLC manage capital for external clients or only internal purposes?

The firm's client base is unknown. Without an SEC filing or public marketing materials, it cannot be confirmed whether the firm serves external clients, manages proprietary capital, or holds assets only for its members. No reference to any investment strategy or fees exists.

### Has MDO Financial Planning LLC made any disclosed investments?

No investments, portfolio companies, or transaction records have been attributed to MDO Financial Planning LLC in public filings, news reports, or regulatory databases. The firm's investment strategy is entirely opaque.

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Last updated: 2026-06-03T20:00:00.000Z

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