# Layari Financial

> Layari Financial is a state-registered investment advisory firm in Brea, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 321852
- Filed as: LAYARI FINANCIAL
- Legal name: Modern Wealth Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brea, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321852
- AdvisorCensus page: https://advisorcensus.com/firm/layari-financial-brea-ca-321852

## Quick answers

**How is Layari Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Layari Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Layari Financial located?**
Layari Financial's principal office is in Brea, CA, according to its Form ADV.

**Is Layari Financial registered with the SEC or a state?**
Layari Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321852.

**How much does Layari Financial manage?**
Layari Financial reports $9,107,966 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Layari Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Layari Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321852

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,107,966
- Discretionary: $9,107,966
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $9,107,966 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- layari.co
- Facebook @layari.financial
- Instagram @layari.financial
- LinkedIn @layari

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Layari Financial (CRD 321852): Form ADV filing data as of October 2026.