# Modern Financial Planning

Modern Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/modern-financial-planning

## Regulatory record

- **CRD number:** 297193
- **SEC file number:** 801-134822
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297193

## About

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.

## Questions

### 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 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.

### 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.

## Related profiles

- [WealthGuard Advisors](https://altss.com/profile/wealthguard-advisors-inc)
- [Ten Talents Financial Planning](https://altss.com/profile/ten-talents-financial-planning-llc)

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

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