Modernist Financial, LLC

Modernist Financial, LLC (CRD# 217511) is a financial advisory firm headquartered in Portland, OR. They manage $25,951,157 in 162 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $160,192
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Modernist Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Georgia L. Hussey
CRD#: 5966642
707 Sw Washington Street, Suite 910, Portland, OR 97209
96
Wealthminder
score

Georgia Hussey (CRD# 5966642) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR and has over 6 years of experience in the finance industry. Georgia Hussey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Liliya D. Jones
CRD#: 6337613
707 Sw Washington Street, Suite 910, Portland, OR 97209
87
Wealthminder
score

Liliya Jones (CRD# 6337613) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR and has 1 year of experience in the finance industry.

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