Georgia Hussey
Modernist Financial · Portland, Oregon
Georgia Hussey is a fee-only financial advisor at Modernist Financial in Portland, Oregon, who holds the CFP credential. Georgia focuses on tax planning, estate & legacy planning and small business owners. Modernist Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Modernist Financial |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $113.3M across 264 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5966642 |
| Exams passed | Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.modernistfinancial.com |
| Profile |
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Questions about Georgia
Is Georgia Hussey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Georgia holds no broker registration, and Modernist Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Georgia charge for financial advice?
Georgia's firm, Modernist Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Georgia Hussey based?
Georgia Hussey is based in Portland, Oregon.
What does Georgia specialize in?
Georgia's specialties include tax planning, estate & legacy planning, small business owners and sustainable & impact investing. Georgia works with founders.
What credentials does Georgia Hussey hold?
Georgia Hussey holds the CFP credential.
Is Georgia Hussey registered with the SEC?
Yes. Georgia Hussey is registered as an investment adviser representative in OR (CRD 5966642), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Modernist Financial manage?
Modernist Financial reports $113.3M across 264 accounts in assets under management.
How do I contact Georgia Hussey?
Through Georgia's website, www.modernistfinancial.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
- Modernist Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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