SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Modern Dollar Planning, LLC
St. Louis, MO
CRD 174695
Firm filing updated January 6, 2026 ·
- $159.1MAssets
- 153Clients
- 1Advisory staff
- 153Accounts
Fees and minimums
All fee types on the form
- Fixed feesYes
- Percentage of assets under managementNo
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals104
- High net worth individuals49
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 104 | $44.2 million |
| High net worth individuals | 49 | $114.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$159.1 million
- Accounts153
- DiscretionaryAll accounts
People
- Employees2
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 174695, SEC file 801-128613.
- Registered with the SEC as an investment advisor (status date on record: August 21, 2023).
Is Modern Dollar Planning, LLC a fiduciary?
Short answer: Modern Dollar Planning, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.