# Justin Falzone

> Justin Falzone is a fee-only financial advisor at Mdrn Wealth in Venice, California, who holds the CFP credential. Mdrn Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/justin-falzone/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mdrn Wealth
- **Based in:** Venice, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $100.6M across 529 accounts
- **Credentials:** CFP
- **CRD:** 5960715 (https://adviserinfo.sec.gov/individual/summary/5960715)
- **SEC registration:** Investment adviser representative in CA, FL, NY, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.mdrnwealth.com

## Frequently asked questions

### Is Justin Falzone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Justin 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 Justin charge for financial advice?

Justin's firm, Mdrn Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Justin Falzone based?

Justin Falzone is based in Venice, California.

### What credentials does Justin Falzone hold?

Justin Falzone holds the CFP credential.

### Is Justin Falzone registered with the SEC?

Yes. Justin Falzone is registered as an investment adviser representative in CA, FL, NY and TX (CRD 5960715), 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 Justin Falzone?

Through Justin's website, www.mdrnwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5960715): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.