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MODERN FINANCIAL PLANNING

GEORGETOWN, TX · CRD 297193 · IAPD ↗ · modernfp.com · (510) 519-7009

$116.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — MODERN FINANCIAL PLANNING (GEORGETOWN, TX) is newly SEC-registered with $110.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.