MODERNIST FINANCIAL, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 217511
- Registered since
- March 2, 2026
- Website
- modernistfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.98%
- Individuals5.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Modernist Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and positions itself as a capital allocator serving individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities17%
- US Government Bonds6%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Owners & executives
1 of 1GEORGIA HUSSEY
Founder & CEOCRD 5966642
Contacts
2 of 2Bernard Tan
Client Experience AssociateCRD 7881938
Alejandra Gonzales Pena
Client Experience AssociateCRD 7872491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 707 SW Washington St
- Time zone
- PT (UTC-8)
- Office locations
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