RIA Intel›Advisers›Texas›MDO FINANCIAL PLANNING, LLC

MDO FINANCIAL PLANNING, LLC

Advisory

TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX
#2,746
of 2,813 advisers by AUM
Average account
$52K
across 6 accounts
AUM per adviser
$312K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$312K
Discretionary %
100%
Clients
6
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$312K
Discretionary AUM$312K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

CONNOLLY, SHAWN, LAWRENCE
$316K
SUNDIAL CAPITAL MANAGEMENT, L.P.
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$304K
US FREEDOM CAPITAL ADVISORS LLC
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$325K
RICHARDS FINANCIAL PLANNING, LLC
HOUSTON, TX
$330K
FINANCIAL EMPOWERMENT LLC
$293K
DONALD WINSTON TRAYLOR
$334K

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