MDRN Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MDRN serves individual and high‑net‑worth clients, providing ongoing portfolio management, comprehensive and one‑time financial planning, and estate‑planning services delivered via a partnership with Encore Estate Plans. The firm also recommends Multi‑Year Guaranteed Annuities when suitable and advises on a broad set of investment types including mutual funds, ETFs, equities, fixed income, real‑asset vehicles, private placements, and alternatives.
MDRN tailors investment programs through a documented Investment Policy Statement and provides both discretionary and non‑discretionary management under a fiduciary standard, using fundamental analysis and modern portfolio theory. Its implementation blends long‑term equity positions and options strategies with outsourced model portfolios and managed‑account platforms, citing use of Altruist’s Model Marketplace, Schwab Managed Account Services, third‑party sub‑advisers such as Vise, and fintech tools like Pontera for held‑away accounts.
Distinctive for a firm of its size, MDRN recently became SEC‑registered and added Charles Schwab as an additional custodian and managed‑account capability while maintaining a small advisory team. It also discloses operational features and community activity not always seen among peers — notably a formal estate‑planning partnership, active management of held‑away retirement assets through fintech integrations, and a financial‑literacy program serving incarcerated individuals preparing for reentry.
Client services
Expertise
Fee options
One-Time Comprehensive Financial Plan Fees: $1,000 to $10,000 (negotiated based on complexity). Estate Planning Services fees: Trust-Based Estate Plan $1,900, Will-Based Estate Plan $950, Powers Package $250, Estate Plan Updates $400, Business Assignments $100, Additional services $50-$1,000.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.25%
Ongoing Comprehensive Financial Planning: Annual flat fee of $10,000 billed quarterly in arrears (fees negotiable based on complexity and client needs).
Main office
See office606 Venice Blvd, Ste 107
Venice CA 90291
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Florida · Louisiana · New York · Texas
Also doing business as
Mdrn Wealth · Mdrn Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
William S
Series 65, Series 66
Austin, TX
MDRN Wealth
William Sheldon Jr. is a financial advisor with MDRN Wealth in Austin, TX. He holds Series 65 and Series 66 licenses and has experience across several firms since 2019, including Mercer Advisors and Seneca Financial Advisors. MDRN Wealth serves individual and high-net-worth clients, offering portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a documented Investment Policy Statement and combines fundamental analysis with modern portfolio theory, integrating multiple custodians and fintech solutions to manage diverse investment types.
Brooke B
Series 65, Series 66
Venice, CA
MDRN Wealth
Brooke Boyd is a financial advisor with MDRN Wealth, holding Series 65 and Series 66 licenses and five years of industry experience. Prior to joining MDRN Wealth, she worked with firms including Apollo Global Securities, Athene Securities, and The Vanguard Group. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a fiduciary approach combining fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management across a broad range of investment types.
John B
CFP®, Series 66
Venice, CA
MDRN Wealth
John Boyd is a CFP® with eight years of industry experience currently serving at MDRN Wealth. His prior experience includes roles at Fidelity Brokerage Services and Charles Schwab & Co., Inc. He is involved in providing financial literacy education and pro-bono planning resources as part of the Arizona Department of Corrections’ Inmate Rehabilitation and Reentry program. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a documented Investment Policy Statement to tailor investment programs and combines fundamental analysis with modern portfolio theory, offering discretionary and non-discretionary management under a fiduciary standard.
Justin F
CFP®, Series 66
Venice, CA
MDRN Wealth
Justin Falzone is a CFP® with 10 years of industry experience, currently serving as an advisor at MDRN Wealth in Venice, CA. His prior roles include positions at Beta Wealth Group, BEAM Asset Management, and AXA Advisors. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial and estate planning, and investment advisory services using a fiduciary standard. The firm employs a combination of fundamental analysis, modern portfolio theory, and fintech tools, supported by a formal estate-planning partnership and a financial-literacy program for incarcerated individuals preparing for reentry.
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