Mark Schweiss is a CFA, CFP-designated registered investment advisor at Modern Dollar Planning, LLC, based in St. Louis, MO, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 153 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modern Dollar Planning charges a fixed quarterly fee ranging between $1,000 and $10,000 (equaling $4,000 to $40,000 annually) for ongoing wealth management and discretionary investment management. This fee is determined based on factors such as the complexity of your financial situation, your stage of life, income, net worth, and portfolio complexity. The fee covers both ongoing financial planning and investment management services. Fees are paid quarterly in arrears and are typically deducted directly from your investment account.
Contact
Mark Schweiss
Location
1807 Park Avenue, St. Louis, MO, 63104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mark is a managing partner of At Last, 2016 LLC, a real estate investment LLC, since 2019. He spends minimal time on bookkeeping and property repairs.
Employment History
Current Registrations
Modern Dollar Planning, LLC
Previous Registrations
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Moneta Group Investment Advisors, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Linsco/private Ledger CORP.Broker
Sii Investments, INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Larsonallen Financial, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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