Modern Dollar Planning at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 153 individual clients, 49 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 153 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | modern-dollar.com |
| [email protected] | |
| Phone | (651) 679-9858 |
Questions about Modern Dollar Planning
How is Modern Dollar Planning paid?
Modern Dollar Planning's Form ADV says it is paid by: fixed fees.
How many advisors does Modern Dollar Planning have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Modern Dollar Planning, and 1 hold the CFP.
What is the average account at Modern Dollar Planning?
Modern Dollar Planning's average account is about $1.0 million. That's the assets on its Form ADV divided by its 153 accounts.
What does Modern Dollar Planning specialize in?
Modern Dollar Planning's advisors and website list flat-fee planning, physicians & residents, student loans and retirement planning.
Is Modern Dollar Planning accepting new clients?
Yes, according to Modern Dollar Planning's website, checked October 28, 2026.
Does Modern Dollar Planning work with clients virtually?
Yes. Modern Dollar Planning's website says it works with clients virtually.
Modern Dollar Planning fees
Modern Dollar Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, one-time plans or projects, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $159 million |
| Individual clients | 104 |
| High-net-worth clients | 49 |
| Accounts managed | 153 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-128613) |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 174695 |