# MDT Financial Advisors, LLC

> MDT Financial Advisors, LLC is an SEC-registered investment advisory firm in Webster, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 340925
- Filed as: MDT FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Webster, TX
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340925
- AdvisorCensus page: https://advisorcensus.com/firm/mdt-financial-advisors-llc-webster-tx-340925

## Quick answers

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

**How much does MDT Financial Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated June 26, 2026 states: Flat fee: $20,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MDT Financial Advisors, LLC located?**
MDT Financial Advisors, LLC's principal office is in Webster, TX, according to its Form ADV.

**Is MDT Financial Advisors, LLC registered with the SEC or a state?**
MDT Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340925.

**How much does MDT Financial Advisors, LLC manage?**
MDT Financial Advisors, LLC reports $294,032,544 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**What types of clients does MDT Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (245); high net worth individuals (86).

**Which custodians does MDT Financial Advisors, LLC use?**
MDT Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does MDT Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340925

**What changed in MDT Financial Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $0 to $294,032,544. Employees performing advisory functions went from 2 to 5. Registered or notice-filed in CA, CO, LA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Flat fee: $20,000 (financial planning and consulting services)

> Fees for financial planning and consulting services are billed at a fixed rate in advance. Our financial planning and consulting fees vary based on the client’s specific needs and can range up to $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $294,032,544
- Discretionary: $294,032,544
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 245 | $89,756,688 |
| High net worth individuals | 86 | $194,916,691 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $9,359,165 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mdtfa.com
- Facebook @MDT-Financial-Advisors-LLC
- LinkedIn @mdt-financial-advisors
- YouTube @MDTFinancialAdvisors

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $0 to $294,032,544.
- Employees performing advisory functions went from 2 to 5.
- Registered or notice-filed in CA, CO, LA.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MDT Financial Advisors, LLC (CRD 340925): Form ADV filing data as of October 2026.