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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MODERN DOLLAR PLANNING, LLC

CRD 174695

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:552ed80d-516c-183c-c846-fa1cd8179a80

Data as of Jan 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 21, 2023 to Jan 6, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $159MItem 5.F on the latest filing (2026-01-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $159M
Private client RAUM: $159MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $79.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 153
Individual clients: 104
High net worth clients: 49
SEC number: 801-128613
CRD: 174695
Filings on the tape: 5
First filed: Jul 21, 2023
Latest filed: Jan 6, 2026
Organised: Limited Liability Company, MO
Website: modern-dollar.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK ALLEN SCHWEISS	Certified Financial Planner\|Chartered Financial Analyst	ST. LOUIS, MO	8	26	4	no
JACOB GALL	n/a	ST. LOUIS, MO	2	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHWEISS, MARK, ALLEN	PARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO	E	yes	01/2019	Jul 21, 2023	Apr 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARK ALLEN SCHWEISS	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Jan 6, 2026	$159M	$159M	2	1	n/a	n/a
2024	Jan 13, 2025	$122M	$122M	2	1	n/a	n/a
2023	Jan 22, 2024	$104M	$104M	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$159M	$122M	30.5%	n/a	n/a	2	2	0	0

Relationships

Registered with (3)

← JACOB GALLAdvisorregistration: current employment
Aug 29, 2024 to presentfactForm ADV
← MARK ALLEN SCHWEISSAdvisorregistration: current employment
Dec 14, 2017 to presentfactForm ADV
← BRYAN DAVID BARTSAdvisorregistration: previous registration
May 19, 2023 to Jul 28, 2023factForm ADV

Controls (1)

← SCHWEISS, MARK, ALLENOwnerPARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO, ownership code E, individual
Jul 21, 2023 to Apr 22, 2024factForm ADV

Dated events

Occurred
Jul 28, 2023
Advisor changed firm
Bryan David Barts left Modern Dollar Planning, Llc for Plancorp, Llc (registered 2023-11-20)
Form ADVobserved 4 days ago
Occurred
Jul 21, 2023
First Form ADV filing
Modern Dollar Planning, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:552ed80d-516c-183c-c846-fa1cd8179a80
First observed: Jul 21, 2023
Last observed: Jan 6, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MODERN DOLLAR PLANNING, LLC

CRD 174695

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:552ed80d-516c-183c-c846-fa1cd8179a80

Data as of Jan 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK ALLEN SCHWEISS

Certified Financial Planner|Chartered Financial Analyst

ST. LOUIS, MO

JACOB GALL

n/a

ST. LOUIS, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHWEISS, MARK, ALLEN

PARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO

yes

01/2019

Jul 21, 2023

Apr 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARK ALLEN SCHWEISS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 6, 2026

$159M

n/a

2024

Jan 13, 2025

$122M

n/a

2023

Jan 22, 2024

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$159M

$122M

30.5%

n/a