Modern Financial Planning
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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
Expertise
Fee options
Project-Based Financial Planning Services fixed fee typically ranges between $500 and $8,000
$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
$400 per hour, billed in 15-minute increments
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
501 South Austin Avenue, Suite 1220 312
Georgetown TX 78626
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Modern Financial Planning · Modern Financial Planning, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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.
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.
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