MODERN FINANCIAL PLANNING

Legal name: MODERN FINANCIAL PLANNING, LLC

CRD 297193File 801-134822

APPROVED

Retail clients

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$116.0M

Bottom 25% of cohort (national)

Discretionary AUM

$116.0M

Clients

305 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Dec 12, 2025
Principal office: 501 SOUTH AUSTIN AVENUE, SUITE 1220-312, GEORGETOWN, TX, 78626
Phone: (510) 519-7009
Website: https://www.modernfp.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $116.0M
Discretionary AUM: $116.0M
Non-discretionary AUM: $0
Discretionary accounts: 305
Non-discretionary accounts: 0
Total accounts: 305
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	49	$91.0M
Individuals (other than high net worth individuals)	23	$25.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.