Modern Financial Planning fees and pricing
Financial planner in Georgetown, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Modern Financial Planning charges $400 an hour, a monthly fee of $500-$700, and a quarterly fee of $1,500-$2,100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The rate for hourly services is $400 per hour, billed in 15-minute increments and due upon completion of the project.”
- Monthly fee
- $500-$700/mo
“The fees for our Comprehensive Financial Planning Services consist of an upfront charge, typically ranging from $500 to $2000, and an ongoing fee, typically ranging from $500 to $700 per month or $1,500 to $2,100 per quarter, paid in arrears.”
- Quarterly fee
- $1,500-$2,100/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Modern Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable in certain cases based on factors such as the complexity of your financial situation or total assets under management.”
- “Investment Management Services For Investment Management Services, our standard advisory fee is based on the market value of the assets under management as of the last day of the calendar quarter, paid in arrears on a quarterly basis.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Modern Financial Planning’s fees compare
- Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
About Modern Financial Planning
“We provide Investment Management and Comprehensive Financial Planning Services for a single, combined fee.”
- Principal: Michael Troxell
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 72
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $116,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297193
- Phone
- (510) 519-7009
Can advise clients in 2 states: California, Texas
Other planners in Georgetown that publish fees
- Growth Horizons Wealth Management LLCGeorgetown$350/hr, $1,000-$20,000
- Sage Wealth PlanningGeorgetown$5,000-$40,000/yr
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.