Modern Dollar Planning, LLC fees and pricing
Financial planner in St. Louis, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 6, 2026, Modern Dollar Planning, LLC charges $200 an hour and a quarterly fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“In the event of any early termination of this engagement by either the Client or by Modern Dollar, the amount refundable to the Client will be determined by taking their total engagement fee paid and subtracting it by the total number of hours worked by Modern Dollar Planning multiplied by $200/hour.”
- Quarterly fee
- $1,000-$10,000/qtr
“On-Going Wealth Management Compensation for Modern Dollar Planning’s on-going wealth management and discretionary investment management services provided to the Client are in the form of a quarterly fixed fee paid in arrears and range between $1,000 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Modern Dollar Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the sole discretion of the Advisor.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check or electronic funds transfer (ACH).”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Modern Dollar Planning, LLC’s fees compare
- Its hourly rate of $200 is below the Missouri median of $250. 19% of the 88 other Missouri planners that publish an hourly rate charge less.
- 1 of the 12 other planners in St. Louis that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Modern Dollar Planning, LLC
“Modern Dollar offers financial planning and investment management services to individuals, high net worth individuals, trusts and estates in Missouri and other states (each referred to as a “Client”). 1. On-Going Wealth Management Modern Dollar Planning provides customized financial planning solutions for its Clients.”
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 153
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $159,139,791
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174695
- Phone
- (314) 827-5852
Can advise clients in 4 states: California, Illinois, Missouri, Texas
Other planners in St. Louis that publish fees
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Aquilant AdvisorsSt. Louis$250/hr
- Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
- Claris Advisors, LLCSt. Louis$500-$5,000
- Compton Advisors, LLCSt. Louis$500/qtr
- Cratero Capital LLCSt. Louis$100-$500/mo, $1,200-$6,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.