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Modern Financial Planning

EST. AUM
$116,000,000

CONTACTS
2

CLIENT ACCOUNTS
305

Firm Details

Metro area Austin
CRD Number 297193
Website modernfp.com
Client types

Overview

Modern Financial Planning, LLC (ModernFP) is a fee-only, fiduciary financial planning and investment advisory firm founded in 2018 and serving clients remotely across the United States. The firm specializes in helping professionals, especially those in the tech community with stock options, RSUs, and complex compensation structures, optimize their financial lives through tailored planning and investment management. ModernFP focuses on holistic financial guidance that integrates investment strategy, tax efficiency, retirement planning, and life goals, with compensation coming solely from client fees rather than commissions. Its advisors emphasize a personalized, educational partnership with clients and operate under a fiduciary standard to act in clients’ best interests.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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