Jacob Gall
Modern Dollar Planning · St. Louis, Missouri
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.
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Facts
| Firm | Modern Dollar Planning |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $159.1M across 153 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7764101 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | modern-dollar.com |
How Jacob's firm compares
- Modern Dollar Planning's average account is about $1.0 million, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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