# Mark Schweiss

> Mark Schweiss is a fee-only financial advisor at Modern Dollar Planning in St. Louis, Missouri, who holds the CFP, CFA and CPA credentials. Mark charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee and focuses on flat-fee planning, physicians & residents and student loans.

Page: https://find.wellspent.co/advisors/mark-schweiss/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Modern Dollar Planning
- **Based in:** St. Louis, Missouri
- **Fee model:** Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $159.1M across 153 accounts
- **Credentials:** CFP, CFA, CPA
- **Specialties:** Flat-fee planning, Physicians & residents, Student loans, Retirement planning
- **Works with:** Executives, Physicians
- **CRD:** 4088794 (https://adviserinfo.sec.gov/individual/summary/4088794)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 66 (1999)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://modern-dollar.com

## Frequently asked questions

### Is Mark Schweiss a fee-only financial advisor?

Yes. Mark Schweiss is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.

### How does Mark Schweiss charge for financial advice?

Mark Schweiss charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

### Does Mark Schweiss work with clients virtually?

Yes. Modern Dollar Planning says on its website that it works with clients remotely.

### Where is Mark Schweiss based?

Mark Schweiss is based in St. Louis, Missouri.

### What does Mark Schweiss specialize in?

Mark Schweiss's specialties include flat-fee planning, physicians & residents, student loans and retirement planning. Mark works with executives and physicians.

### What credentials does Mark Schweiss hold?

Mark Schweiss holds the CFP, CFA and CPA credentials.

### Is Mark Schweiss registered with the SEC?

Yes. Mark Schweiss is registered as an investment adviser representative in MO and TX (CRD 4088794), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Mark Schweiss?

Through Mark Schweiss's website, modern-dollar.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/mark-schweiss-11619): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.modern-dollar.com/): specialties, clients served, and fees, checked October 28, 2026

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