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- Custodian
- Fidelity/NFS · State Street · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 13, 2025 and January 6, 2026, reported AUM increased 30.5%, from $122.0M to $159.1M.
Across 4 reported observations, AUM increased 58.4% between July 21, 2023 and January 6, 2026, from $100.4M to $159.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 154 clients, or 154 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on January 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Modern Dollar Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK ALLEN SCHWEISS
Chief Compliance Officer, Financial Planner, Managing Member, PARTNER, SENIOR FINANCIAL PLANNER
- CRD
- #4088794
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Modern Dollar Planning, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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