Modern Financial Planning
Modern Financial Planning is an SEC-registered ria in Georgetown, TX with $116.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Modern Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297193, SEC 801-134822, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $116.0M (2026-03-16)
- Firm type
- Ria
- Location
- Georgetown, TX
- Employees
- 2
- Clients
- 72
- CRD
- 297193
- Ownership
- TROXELL, MICHAEL, Logan
How much AUM does Modern Financial Planning have?
Modern Financial Planning reported $116.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Modern Financial Planning?
Disclosed owners and executives of Modern Financial Planning include TROXELL, MICHAEL, Logan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.