Bryan Hasling is a CFP-designated registered investment advisor at Modern Financial Planning, based in Georgetown, TX, with 11 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 79 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.35% |
Fees may be negotiable based on complexity or assets under management. Clients with less than $500,000 in assets may be charged a financial planning fee instead, which includes investment management at no additional cost.
Fee Estimator
Location
501 South Austin Avenue, Suite 1220-312, Georgetown, TX, 78626
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bryan is a minority shareholder in Lodestar Private Asset Management, LLC, a Registered Investment Advisor, and was previously an employee. He expects to sell his stake by the end of 2023 and currently dedicates minimal time to this activity.
Employment History
Current Registrations
Modern Financial Planning
Previous Registrations
Lodestar Private Asset Management LLC
Jw Harrison Financial, INC.
State Registrations2 states
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