# Modern Financial Wellness

> Modern Financial Wellness is a state-registered investment advisory firm in Portsmouth, NH, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 334087
- Filed as: MODERN FINANCIAL WELLNESS
- Legal name: Modern Financial Wellness LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portsmouth, NH
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334087
- AdvisorCensus page: https://advisorcensus.com/firm/modern-financial-wellness-portsmouth-nh-334087

## Quick answers

**How is Modern Financial Wellness compensated?**
On its Form ADV (Item 5.E, October 2026), Modern Financial Wellness reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Modern Financial Wellness located?**
Modern Financial Wellness' principal office is in Portsmouth, NH, according to its Form ADV.

**Is Modern Financial Wellness registered with the SEC or a state?**
Modern Financial Wellness is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334087.

**How much does Modern Financial Wellness manage?**
Modern Financial Wellness reports $32,757,999 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**What types of clients does Modern Financial Wellness serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (6).

**Does Modern Financial Wellness 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/334087

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,757,999
- Discretionary: $32,757,999
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $17,671,147 |
| High net worth individuals | 6 | $15,086,852 |
| 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 | 0 | $0 |
| 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 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [modernfinancialwellness.com](https://modernfinancialwellness.com)
- Instagram @modernfinancialwellness
- LinkedIn @jimgracecfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Modern Financial Wellness (CRD 334087): Form ADV filing data as of October 2026.