MDO Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 319059
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MDO Financial Planning, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on retail clients. The firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its billing blends percentage-of-assets-under-management and fixed-fee arrangements. MDO does not present itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents65%
- Public Funds/Mutual Funds35%
Owners & executives
1 of 1Marc Ortega
Managing Member And Chief Compliance OfficerCRD 7518898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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