| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Logan Troxell Control | Principal Owner & Chief Compliance Officer | Over 75% | 2018 |
Modern Financial Planning, LLC reports $110 million in regulatory assets under management on its Form ADV.
Modern Financial Planning, LLC reports 3 employees.
Modern Financial Planning, LLC is based in Georgetown, TX and has been SEC-registered since 2025.
Modern Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 501 South Austin Avenue, Suite 1220-312, Georgetown, TX 78626 |
| Phone | (510) 519-7009 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $110M |
| Non-discretionary | $0 |
| Total (RAUM) | $110M |