Modern Financial Planning

Modern Financial Planning (CRD# 297193) is a financial advisory firm headquartered in Oakland, CA. They manage $60,000,000 in 165 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
344 Thomas L Berkley Way, M10, Oakland, CA 94612
https://www.linkedin.com/company/modern-financial-planning
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $363,636
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Modern Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Bryan Hasling, financial advisor Oakland CA
Bryan P. Hasling
CRD#: 6360031
344 Thomas L Berkley Way, M10, Oakland, CA 94612

Bryan Hasling (CRD# 6360031) is an Investment Advisor Representative working at Modern Financial Planning in Oakland, CA and has over 9 years of experience in the finance industry.

2
Michael Troxell, financial advisor Oakland CA
Michael L. Troxell
CRD#: 5561352
344 Thomas L Berkley Way, M10, Oakland, CA 94612

Michael Troxell (CRD# 5561352) is an Investment Advisor Representative working at Modern Financial Planning in Oakland, CA and has over 6 years of experience in the finance industry.

3
Yulia Petrovsky, financial advisor San Francisco CA
Yulia Petrovsky
CRD#: 7392523
San Francisco, CA

Yulia Petrovsky (CRD# 7392523) is an Investment Advisor Representative working at Modern Financial Planning in San Francisco, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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