MODERN DOLLAR PLANNING, LLC
SEC RegisteredDream Big...Plan Accordingly
About the firm
Modern Dollar Planning is a flat fee financial planning and investment management firm headquartered in St. Louis that serves clients locally and virtually across the United States. The firm acts as a fiduciary to help executives and medical professionals gain financial peace of mind and grow their wealth through one-on-one financial planning and investment management using a transparent, flat fee model.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Flat fee financial planning and investment management, including retirement planning, tax strategies, college funding, stock options and RSU guidance, employee benefits selection, investment allocation, healthcare coverage guidance, insurance review, estate planning documents, and real estate considerations.
Who they serve
Corporate and medical professionals seeking to grow and protect their wealth, including executives and medical professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 104 | $44M |
| High Net Worth Individuals | 49 | $115M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MODERN DOLLAR PLANNING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched