# MODERN DOLLAR PLANNING, LLC

MODERN DOLLAR PLANNING, LLC of ST. LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 174695
- Type: SEC-registered investment adviser
- SEC file number: 801-128613
- Location: 1807 PARK AVENUE, ST. LOUIS, MO, 63104
- Phone: 314-827-5852
- Latest filing: 2026-01-06
- Regulatory AUM: $159.1M
- Discretionary AUM: $159.1M
- Clients: 2
- Accounts: 153

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Mark Allen Schweiss | PARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO | — |
| SCHWEISS MARK ALLEN | PARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174695/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174695/similar
- Related entities: https://search.stillhousedata.com/firm/174695/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174695

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.