Brooke Boyd
Mdrn Wealth · Venice, California
Brooke Boyd is a fee-only financial advisor at Mdrn Wealth in Venice, California. Mdrn Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mdrn Wealth |
|---|---|
| Based in | Venice, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.6M across 529 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, NY, TX · CRD 7302732 |
| Exams passed | Series 65 (2026) · Series 66 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mdrnwealth.com |
How Brooke's firm compares
- Mdrn Wealth's average account is about $190,000, from its Form ADV (assets managed divided by 529 accounts).
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Questions about Brooke
Is Brooke Boyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brooke holds no broker registration, and Mdrn Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brooke charge for financial advice?
Brooke's firm, Mdrn Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brooke Boyd based?
Brooke Boyd is based in Venice, California.
Is Brooke Boyd registered with the SEC?
Yes. Brooke Boyd is registered as an investment adviser representative in AZ, CA, FL, NY and TX (CRD 7302732), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mdrn Wealth manage?
Mdrn Wealth reports $100.6M across 529 accounts in assets under management.
How do I contact Brooke Boyd?
Through Brooke's website, www.mdrnwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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