Updated:Jun 3, 2026

Modern Financial Planning

MODERN FINANCIAL PLANNING is an SEC-registered investment adviser in Georgetown, TX, registered since 2025. The firm manages approximately $116 million in...

Modern Financial Planning

MODERN FINANCIAL PLANNING is an SEC-registered investment adviser in Georgetown, TX, registered since 2025. The firm manages approximately $116 million in regulatory assets. It has 2 employees and 2 investment advisers.

linkedin.com/company/modern-financial-planning

General information

Firm type

RIA

Who leads Modern Financial Planning?

No public information identifies the leadership of Modern Financial Planning. The firm's principals or investment committee members are not listed in any accessible public source.

What services does Modern Financial Planning offer?

Based on the firm's name, it likely provides financial planning and advisory services. However, no specific service offerings, such as investment management, retirement planning, or tax advice, have been confirmed through public documentation.

What is the AUM of Modern Financial Planning?

Modern Financial Planning does not publicly disclose its assets under management. An AUM estimate cannot be reliably derived from available sources.

Is Modern Financial Planning a family office or an RIA?

The firm is labeled as a financial advisory firm. Without a publicly registered filing or website, it cannot be definitively classified as an RIA or family office based on public information.

What is the investment strategy of Modern Financial Planning?

No investment strategy is publicly attributed to Modern Financial Planning. There are no reports of specific asset classes, sectors, or portfolio holdings.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.