MODERN DOLLAR PLANNING, LLC

MODERN DOLLAR PLANNING, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 174695). Regulatory assets under management: $159.1M.

Registration

• CRD: 174695
• SEC file number: 801-128613
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174695 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search