MODERN FINANCIAL PLANNING

Overview

Modern Financial Planning is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm runs a fee model that combines a percentage of assets under management with fixed-fee engagements, which aligns its revenue model with ongoing portfolio oversight and periodic planning work. Investment activity is concentrated in publicly available pooled products rather than direct, single-stock concentration or proprietary alternative strategies. The adviser emphasizes straightforward, broadly diversified public fund strategies rather than niche or direct private-market underwriting. It does not position itself as a capital allocator or pension consultant, and it is not an active ESG investor. With a client base made up of individuals and families, the firm’s manager allocation interest appears centered on liquid, professionally managed mutual funds and similar vehicles that support both portfolio construction and scalable wealth-planning relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices