MDT FINANCIAL ADVISORS, LLC

Overview

MDT Financial Advisors, LLC is a recently formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm is marked as an active capital allocator and includes "selection of other advisers" among its advisory activities, indicating it intends to source or oversee third‑party managers alongside direct advisory work. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services; however, the firm is not designated as a pension consultant in the data fields. MDT uses a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees — and is not identified as an active ESG investor. The adviser is not listed as multi‑state.

Assets & Accounts