Mark Schweiss is a CFA, CFP-designated registered investment advisor at Modern Dollar Planning, LLC, based in St. Louis, MO, with 25 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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's ongoing wealth management and investment management services are compensated through a quarterly fixed fee, ranging from $1,000 to $10,000. This fee is determined by the complexity of the client's financial situation, stage of life, income, net worth, assets managed versus advised on, and investment portfolio complexity. The fee is designed to cover a wide range of current and projected financial needs and is intended to be competitive with an assets under management approach. The quarterly fixed fee is periodically reviewed and may be subject to cost of living increases, with written notification and acknowledgement required for any fee increases.
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.
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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.