Modernist Financial, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 217511
- Registered since
- March 2, 2026
- Website
- modernistfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.98%
- Individuals5.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Modernist Financial, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and advisor selection services. Modernist acts as a capital allocator, combining externally managed alternatives with public funds to construct client portfolios. It charges clients via asset-based fees as well as hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities17%
- US Government Bonds6%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Owners & executives
1 of 1
Georgia Hussey
Founder & CEOCRD 5966642
Contacts
2 of 2
Bernard Tan
Client Experience AssociateCRD 7881938
Alejandra Gonzales Pena
Client Experience AssociateCRD 7872491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 707 Sw Washington St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Soaring Investment Management, LLC
RIAPortland, OR
Compass Investment Advisers, LLC
RIAPortland, OR
Tenbridge Partners LLC
RIAPortland, OR
Willamette Financial Advisors, LLC
RIAPortland, OR
Xena Financial Planning, LLC
RIAPortland, OR
Fairchild Capital LLC
RIAPortland, OR