Michael Troxell
Financial planning for folks with stock options and RSUs
Modern Financial Planning · Oakland, California
Michael Troxell is a fee-only financial advisor at Modern Financial Planning in Oakland, California, who holds the CPA credential. Michael charges hourly fees, a percentage of assets and a flat fee or retainer and focuses on small business owners, retirement planning and equity compensation.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Retirees
- Pre-retirees
- Early-career professionals
- Tech employees
About
Taxes, Investing, and Financial Planning all under one-roof for employees of tech companies that are compensated with stock options or RSUs. A fee-only firm that leads with education first.
Services
- 401(k) & IRA Management
- Wealth Management
- Tax Strategy
- Stock Option Planning
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
- Insurance Planning
- Financial Planning
- College/Education Planning
- Charitable Giving
- ESG/Impact Investing
- Individual Tax Services
- Portfolio Management
Facts
| Firm | Modern Financial Planning |
|---|---|
| Based in | Oakland, California |
| Fee model | Hourly · Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2018 |
| Firm size | 2 - 5 employees |
| Credentials | CPA |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in CA, TX · CRD 5561352 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.modernfp.com |
| Profile |
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Questions about Michael
Is Michael Troxell a fee-only financial advisor?
Yes. Michael Troxell is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael charges hourly fees, a percentage of assets and a flat fee or retainer.
Where is Michael Troxell based?
Michael Troxell is based in Oakland, California.
What does Michael specialize in?
Michael's specialties include small business owners, retirement planning, equity compensation, sustainable & impact investing and tax planning. Michael works with high earners, HENRY (High Earners, Not Rich Yet), executives, founders and retirees.
What credentials does Michael Troxell hold?
Michael Troxell holds the CPA credential.
Is Michael Troxell registered with the SEC?
Yes. Michael Troxell is registered as an investment adviser representative in CA and TX (CRD 5561352), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Modern Financial Planning manage?
Modern Financial Planning reports $25M - $100M in assets under management.
How do I contact Michael Troxell?
Through Michael's website, www.modernfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Modern Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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