MODERN DOLLAR PLANNING, LLC

1807 Park Avenue
St. Louis, Missouri 63104
Tel: 314-827-5852

About MODERN DOLLAR PLANNING, LLC

MODERN DOLLAR PLANNING, LLC, formally registered with the SEC as MODERN DOLLAR PLANNING, LLC. The firm was established in 08/21/2023. They have over 1 offices throughout the country.

MODERN DOLLAR PLANNING, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $121,985,766 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174695
SEC#	801-128613
Assets Managed by Firm	$121,985,766
No. of Clients	572
No. of Advisors	2

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	572	$121,985,766
Individuals (other than high net worth individuals)	105	$39,635,063
High net worth individuals	32	$82,350,703

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