Justin Falzone
Mdrn Wealth · Venice, California
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, NY, TX · CRD 5960715 |
| Exams passed | Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mdrnwealth.com |
How Justin'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 Justin
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.
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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