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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HarborPrime
- Established Date
- 06-14-2018
- Office Locations
- 1
Office Locations
About Modern Financial Planning
Modern Financial Planning is a fee-only RIA providing in-depth financial planning and discretionary investment management, leveraging technology and a network of professionals. It serves retail clients including entrepreneurs and retirees, with portfolios centered on asset allocation and risk management using public funds and ETFs. The firm primarily custodies at Charles Schwab and onboards prospects through a free financial assessment process.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
MICHAEL Logan TROXELL
Chief Compliance Officer, Founder, Principal, PRINCIPAL OWNER
- CRD
- #5561352
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BRYAN PATRICK HASLING
--
- CRD
- #6360031
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,000,000 | $380,328 |
| Non-Discretionary | $0 | -- |
| Total | $116,000,000 | $380,328 |
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Separately Managed Accounts
Total SMA Asset: $116,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,369,900,753 | 26.6% |
| Cash | $4,650,707,493 | 52.2% |
| Equity - Exchange | $1,888,793,081 | 21.2% |
| Total | $8,909,401,327 | 100.0% |