Modern Dollar Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Modern Dollar Planning, LLC provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts, and estates and manages approximately $159 million for a client base of about 153 households. The firm operates as a small, single‑advisor practice offering integrated wealth management services that address retirement planning, cash flow, tax considerations, estate matters, and investment oversight.
The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, implementing diversified portfolios largely with low‑cost exchange‑traded funds and occasional fixed‑income or individual securities as appropriate for client goals. Portfolios are constructed and supervised on a discretionary basis after an initial assessment of objectives and risk tolerance, with a long‑term orientation while allowing tactical reallocation when client needs or market conditions warrant.
Distinctive features include the principal’s background as a Certified Public Accountant — noted in the brochure though he does not provide accounting services — which informs the firm’s attention to income tax planning within financial plans. Modern Dollar does not employ a percentage‑of‑AUM fee model (an uncommon choice among peers) and requires clients to use the firm’s recommended custodian; the firm also discloses occasional referrals or continued relationships with other advisers for a small number of clients.
Client services
Expertise
Fee options
One-time financial plan fee between $1,500 and $5,000
Hourly rate of $200 for financial plan work beyond prepaid engagement
Account minimum: No minimum account size requirement; however, minimum fees apply Minimum fee: Minimum quarterly fixed fee of $1,000 (may be lower with approval) Fee-only: One-time financial plan fee typically between $1,500 and $5,000, paid upfront; ongoing wealth management fees are quarterly fixed fees ranging from $1,000 to $10,000
Main office
1807 Park Avenue
St. Louis MO 63104
Advisors at this office
2
Most active in
California · Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark S
CFP®, CFA®, Series 66
St. Louis, MO
Modern Dollar Planning, LLC
Mark Schweiss is a financial advisor at Modern Dollar Planning, LLC in St. Louis, MO, with 26 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and joined Modern Dollar Planning in 2017 after a brief tenure at HighTower Securities, LLC. Outside of his advisory role, Schweiss is a managing partner at At Last, 2016 LLC, a real estate investment company. Modern Dollar Planning provides financial planning and discretionary investment management primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified, low-cost exchange-traded funds and occasional fixed-income or individual securities tailored to client goals.
Jacob G
Series 65
St. Louis, MO
Modern Dollar Planning, LLC
Jacob Gall is a financial advisor at Modern Dollar Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked with firms including Collop Capital and Laure Financial. Outside of advisory roles, Gall has been involved with Stratman Sports since 2018. Modern Dollar Planning, LLC provides financial planning and discretionary investment management services primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using diversified, low-cost portfolios tailored to client objectives and risk tolerance.
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