M
MDO Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$312,345
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$52,058
About
MDO Financial Planning is an independent, single-advisor registered investment adviser that works primarily with individual clients, providing ongoing discretionary portfolio management and written financial planning. The firm reports approximately $298,083 in discretionary assets under management for a very small client roster and does not impose account minimums.
The firm documents client goals and risk tolerance in an Investment Policy Statement and pursues a long-term trading strategy while using a broad mix of analytic methods, including fundamental analysis, modern portfolio theory, quantitative models, and charting/technical analysis. Accounts are reviewed at least quarterly with reports delivered through the custodian, and the firm requires clients to custody assets with Altruist.
Distinctive operational features include the adviser’s status as a licensed insurance agent (a disclosed potential conflict the firm manages through disclosure and periodic review) and the firm’s practice of not aggregating (block) trades for multiple client accounts. Financial planning is provided as a one-time written plan with any additional services available for a fee, and the custodian requirement combined with the small client base differentiates its operational model from many peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$100 to $300 per year, fixed financial planning fee
$0 - $100,000: 0.50% $100,000+: 0.33%
Main office location
MDO Financial Planning, LLC
Edinburg TX, United States
Number of offices
1
Most active in
MDO Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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