Overview
Assets Under Management: $159 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
MODERN DOLLAR PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174695), MODERN DOLLAR PLANNING, LLC is subject to fiduciary duty under federal law.
MODERN DOLLAR PLANNING, LLC is headquartered in ST. LOUIS, MO.
MODERN DOLLAR PLANNING, LLC serves 49 high-net-worth clients according to their SEC filing dated January 06, 2026. View client details ↓
According to their SEC Form ADV, MODERN DOLLAR PLANNING, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MODERN DOLLAR PLANNING, LLC manages $159 million in client assets according to their SEC filing dated January 06, 2026.
According to their SEC Form ADV, MODERN DOLLAR PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 174695
Filing ID: 2037498
Last Filing Date: 2026-01-06 12:02:06