Modern Dollar Planning, LLC

Modern Dollar Planning, LLC (CRD# 174695) is a financial advisory firm headquartered in Saint Louis, MO. They manage $5,055,764 in 82 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $61,656
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Modern Dollar Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark A. Schweiss
CRD#: 4088794
20 S Sarah Street, Saint Louis, MO 63108
96
Wealthminder
score

Mark Schweiss (CRD# 4088794) is an Investment Advisor Representative working at Modern Dollar Planning, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry. Mark Schweiss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew J. Mohrmann
CRD#: 5874946
20 S Sarah Street, Saint Louis, MO 63108
90
Wealthminder
score

Andrew Mohrmann (CRD# 5874946) is an Investment Advisor Representative working at Modern Dollar Planning, LLC in Saint Louis, MO and has 1 year of experience in the finance industry. Andrew Mohrmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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