MODERN FINANCIAL PLANNING, LLC
Legal name: MODERN FINANCIAL PLANNING
CRD #297193 SEC #801-134822 GEORGETOWN, TX (510) 519-7009
SEC Registered
Total AUM
$110M
Discretionary
$110M
Employees
3
Clients
51
Accounts
300
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TROXELL, MICHAEL, Logan | I | CCO | E | Control |
| TROXELL, MICHAEL, Logan | I | PRINCIPAL OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
501 SOUTH AUSTIN AVENUESUITE 1220-312
GEORGETOWN, TX 78626
United States
Phone: (510) 519-7009