Michael Logan Troxell
Investment adviser representative at Modern Financial Planning
11 yearsExperience
2 statesRegistered in
$116MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Modern Financial Planning, LLCApr 2018 to now
- Michael Troxell, CpaFeb 2016 to now
- Wetherby Asset ManagementOct 2015 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Modern Financial Planning
Legal name: Modern Financial Planning, LLC
$116MAssets managed
72Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5561352
- Firm CRD
- 297193