Michael L. Troxell

MODERN FINANCIAL PLANNING

GEORGETOWN, TX 78626

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CRD#: 5561352

Professional summary

Michael Logan Troxell, who also goes by Michael L Troxell, Michael Troxell, Mike Troxell, is a registered financial advisor currently at MODERN FINANCIAL PLANNING located in Georgetown, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael L Troxell | Michael Troxell | Mike Troxell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Michael Troxell is currently a sole proprietor at Michael Troxell, CPA where he provides Tax Preparation services. This activity accounts for approximately 10% of his time. This activity is not affiliated with MFP and we do not have any conflicts of interest with the outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Logan Troxell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 14, 2018 - Present

MODERN FINANCIAL PLANNING

Office #1: 501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626

RIA

CRD#: 297193

GEORGETOWN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/14/2018)

IAR

Texas
(2/27/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/3/2018

Uniform Investment Adviser Law Examination

Current Firm

MODERN FINANCIAL PLANNING

MODERN FINANCIAL PLANNING | MODERN FINANCIAL PLANNING, LLC

CRD#: 297193 / SEC#: 801-134822

California

Registered Investment Advisory firm - (6/14/2018 Approved)

Texas

Registered Investment Advisory firm - (11/9/2023 Approved)

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Contact information

Main Address

501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626

Mailing Address

Phone number

(510) 519-7009

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	300
AUM (Assets Under Management)	$ 110,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael L. Troxell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Logan Troxell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERN FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2018

Current Firm

MODERN FINANCIAL PLANNING

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODERN FINANCIAL PLANNING

TRUST BUT VERIFY

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