# Modern Financial Planning

> Modern Financial Planning is an SEC-registered investment advisory firm in Georgetown, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 297193
- Filed as: MODERN FINANCIAL PLANNING
- Legal name: Modern Financial Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Georgetown, TX
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297193
- AdvisorCensus page: https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193

## Quick answers

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

**How much does Modern Financial Planning charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Subscription: $500 to $700 a month (Comprehensive Financial Planning Services); Flat fee: $500 to $8,000 (Project-Based Financial Planning Services); Hourly rate: $400 an hour (hourly services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Modern Financial Planning located?**
Modern Financial Planning's principal office is in Georgetown, TX, according to its Form ADV.

**Is Modern Financial Planning registered with the SEC or a state?**
Modern Financial Planning is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 297193.

**How much does Modern Financial Planning manage?**
Modern Financial Planning reports $116,000,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Modern Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (23).

**Which custodians does Modern Financial Planning use?**
Modern Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Modern Financial Planning 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/297193

**Does Modern Financial Planning state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We do not require a minimum amount of investable assets to receive our services."

**What changed in Modern Financial Planning's recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> We do not require a minimum amount of investable assets to receive our services.

- Subscription: $500 to $700 a month (Comprehensive Financial Planning Services)

> The fees for our Comprehensive Financial Planning Services consist of an upfront charge , typically ranging from $500 to $2000, and an ongoing fee , typically ranging from $500 to $700 per month or $1,500 to $2,100 per quarter

- Flat fee: $500 to $8,000 (Project-Based Financial Planning Services)

> The fee typically ranges between $500 and $8,000, depending on the complexity and scope of the engagement. If a fixed fee program is chosen

- Hourly rate: $400 an hour (hourly services)

> Hourly fee. The rate for hourly services is $400 per hour, billed in 15-minute increments and due upon completion of the project.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $116,000,000
- Discretionary: $116,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $25,000,000 |
| High net worth individuals | 49 | $91,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- modernfp.com
- Facebook @modernfinancialplanning
- LinkedIn @modern-financial-planning

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Modern Financial Planning (CRD 297193): Form ADV filing data as of October 2026.