Mark Schweiss
Modern Dollar Planning · St. Louis, Missouri
Mark Schweiss is a fee-only financial advisor at Modern Dollar Planning in St. Louis, Missouri, who holds the CFP, CFA and CPA credentials.
- $159M
- Firm assets managed
- $1M
- Firm's average account
- 1999
- First securities exam
What Mark focuses on
Who Mark works with
- Executives
- Physicians
How does Mark's firm compare?
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Modern Dollar Planning's average account is about $1.0 million, from its Form ADV (assets managed divided by 153 accounts).
Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $159.1M across 153 accounts |
| Credentials | CFP · CFA · CPA |
| SEC registration | Investment adviser representative in MO, TX · CRD 4088794 |
| Exams passed | Series 66 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | modern-dollar.com |
| Profile |
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Other fee-only advisors in St. Louis
Other advisors in Missouri who focus on flat-fee planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Modern Dollar Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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