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- Custodian
- Fidelity/NFS · State Street · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-07-2015
- Office Locations
- 1
Office Locations
About Modern Dollar Planning, LLC
Modern Dollar Planning is a St. Louis-based fiduciary offering flat-fee financial planning and investment management for corporate and medical professionals nationwide (virtual and local). Their advice frequently covers taxes, benefits elections, retirement and college planning, and equity compensation (RSUs/stock options), paired with ongoing portfolio allocation and risk management. Custody includes Fidelity/NFS.
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Owner & Executives
MARK ALLEN SCHWEISS
Chief Compliance Officer, Financial Planner, Managing Member, PARTNER, SENIOR FINANCIAL PLANNER
- CRD
- #4088794
- Ownership
- 75% or more
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JACOB GALL
Wealth Advisor
- CRD
- #7764101
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,139,791 | $1,040,129 |
| Non-Discretionary | $0 | -- |
| Total | $159,139,791 | $1,040,129 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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