A complete list of active advisors currently associated with MDO Financial Planning, LLC
Warmer can help you find a great advisor at MDO Financial Planning, LLC or one who fits your needs even better.
MDO Financial Planning, LLC is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management and written financial planning to individual clients. As of March 2026 the firm reports about $312,345 in discretionary assets under management across six clients. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and pursues a long‑term trading approach that draws on charting, technical and quantitative analysis, fundamental analysis, and modern portfolio theory to manage primarily growth and income investments such as mutual funds, ETFs, equities, fixed income, REITs and annuities. MDOFP operates with discretionary authority, requires clients to custody assets with Altruist, and delivers periodic account reporting through the custodian. Notable distinctions include that the sole owner maintains an active insurance license and discloses the potential conflict when recommending insurance products, and that the firm may receive research or other soft‑dollar benefits from custodians. The firm’s client service model is compact: one advisor reviews all accounts, financial planning is delivered as a one‑time written plan (with additional work available for a fee), and the firm discloses it does not aggregate trades for multiple client accounts.
To learn more about the advisors currently working at MDO Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Edinburg, TX
| 3
|
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