Modern Financial Planning

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Client assets under management

$116,000,000

Clients

68% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,611,111

About

Modern Financial Planning provides discretionary investment management alongside comprehensive and project-based financial planning primarily for individual clients, including high-net-worth households. The firm delivers combined investment-management and ongoing planning engagements as well as fixed-fee or hourly project work for clients seeking limited-scope advice.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, passive buy‑and‑hold strategies implemented through diversified allocations to mutual funds, ETFs, stocks, and bonds, with both strategic and tactical asset‑allocation considerations. Portfolios are managed on a discretionary basis, reviewed on a regular schedule, and recommendations are tailored to each client’s goals, time horizon, and risk tolerance.

Notably, the firm discloses that its principal also provides tax‑preparation services as a separate sole‑proprietor practice and may offer those services to clients, which is an affiliation that is uncommon among similar advisers. This direct access to tax‑preparation services may allow for more coordinated tax and financial planning discussions, but engagement in those tax services is optional for clients.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Fee options

Fixed

Project-Based Financial Planning Services fixed fee typically ranges between $500 and $8,000

Percentage

$0 - $500,000: 1.20% annually $500,000 - $1,000,000: 0.90% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000 - $3,000,000: 0.70% annually $3,000,000+: 0.35% annually

Project-based

$400 per hour, billed in 15-minute increments

Other

Fee-only: Comprehensive Financial Planning Services: Upfront fee typically $500 to $2,000 plus ongoing fee $500 to $700 per month or $1,500 to $2,100 per quarter; Project-Based Financial Planning Services: Fixed fee $500 to $8,000 or hourly $400 per hour

Main office location

Modern Financial Planning

501 South Austin Avenue, Suite 1220 312

Georgetown TX 78626, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (510) 519-7009

Advisors at this firm

Bryan H

CFP®, Series 65

Georgetown, TX

Modern Financial Planning

Bryan Hasling is a CFP® professional with 11 years of experience in financial advising. He is currently with Modern Financial Planning, where he has worked since 2023. Prior to this, he was with Lodestar Private Asset Management LLC from 2020 to 2023 and JW Harrison Financial Advisors from 2014 to 2020. Bryan holds a minority ownership stake in Lodestar Private Asset Management, which he plans to divest by the end of 2023. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth individuals. The firm follows a long-term, passive investment approach based on Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Michael T

Series 65

Georgetown, TX

Modern Financial Planning

Michael Troxell is a Series 65 licensed advisor with Modern Financial Planning in Georgetown, TX, where he has worked since 2018. He has seven years of industry experience and previously worked at Wetherby Asset Management. In addition to his advisory role, he operates a separate tax preparation business as a sole proprietor. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a long-term, passive investment approach grounded in Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

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