Modern Dollar Planning, LLC
● SEC registered since 2023CRD 174695SEC# 801-128613St. Louis, MO
Reg. AUM
$159.1M
Employees
2
Accounts
153
Location
St. Louis, MO
Modern Dollar Planning, LLC assets under management
Modern Dollar Planning, LLC is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 2023. It reports $159.1 million in regulatory assets under management and employs 2 people.
Modern Dollar Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Allen Schweiss Control | Partner/Senior Financial Planner, Managing Member, And Cco | Over 75% | 2019 |
Frequently asked questions
How much does Modern Dollar Planning, LLC manage?
Modern Dollar Planning, LLC reports $159.1 million in regulatory assets under management on its Form ADV.
How many employees does Modern Dollar Planning, LLC have?
Modern Dollar Planning, LLC reports 2 employees.
Where is Modern Dollar Planning, LLC located?
Modern Dollar Planning, LLC is based in St. Louis, MO and has been SEC-registered since 2023.
Does Modern Dollar Planning, LLC disclose fund performance?
Modern Dollar Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1807 Park Avenue, St. Louis, MO 63104 |
| Phone | 314-827-5852 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.1M▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$159.1Mregulatory AUM
Discretionary $159.1M