Modern Dollar Planning, LLC
Modern Dollar Planning, LLC (CRD# 174695) is a financial advisory firm headquartered in Saint Louis, MO. They manage $104,124,870 in 540 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Modern Dollar Planning, LLC
By the Numbers
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Total Assets Under Management104MILLION
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Total Number of Accounts540ACCOUNTS
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Average Account Value$192,824
Compensation Options
- Fixed fees (other than subscription fees)
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, MO, TX
Financial Advisors at Modern Dollar Planning, LLC
1
Mark Schweiss (CRD# 4088794) is an Investment Advisor Representative working at Modern Dollar Planning, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
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