# Jacob Gall

> Jacob Gall is a fee-only financial advisor at Modern Dollar Planning in St. Louis, Missouri. Modern Dollar Planning reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-gall/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Modern Dollar Planning
- **Based in:** St. Louis, Missouri
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $159.1M across 153 accounts
- **CRD:** 7764101 (https://adviserinfo.sec.gov/individual/summary/7764101)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://modern-dollar.com

## Frequently asked questions

### Is Jacob Gall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Modern Dollar Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob's firm, Modern Dollar Planning, reports charging fixed fees on its SEC Form ADV.

### Where is Jacob Gall based?

Jacob Gall is based in St. Louis, Missouri.

### Is Jacob Gall registered with the SEC?

Yes. Jacob Gall is registered as an investment adviser representative in MO (CRD 7764101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Modern Dollar Planning manage?

Modern Dollar Planning reports $159.1M across 153 accounts in assets under management.

### How do I contact Jacob Gall?

Through Jacob's website, modern-dollar.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7764101): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.