Modern Dollar Planning
Financial Services • 
St Louis, Missouri, United States • 1-10 Employees
Company overview
| Headquarters | 1807 Park Avenue, St. Louis, MO 63104, US |
| Phone number | +13148275852 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning, Executives, Investment Managment, Business Owners, Company Stock Options/Rsu Analysis, Personal Cash Flow Management, Medical Professionals |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Modern Dollar Planning
Mark Schweiss
Owner and Trusted Financial Advisor to Corporate Executives
Modern Dollar Planning Email Formats
Modern Dollar Planning uses 1 email format. The most common is {first initial} (e.g., j@modern-dollar.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@modern-dollar.com | 100% |
About Modern Dollar Planning
Modern Dollar Planning is a fee-only financial planning and investment management firm located in St. Louis' Historic Lafayette Square. We provide financial planning services to corporate executives and medical professionals on a flat-fee basis.
Modern Dollar Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Modern Dollar Planning has never raised funding before.
Modern Dollar Planning Tech Stack
Discover the technologies and tools that power Modern Dollar Planning's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
Video players
Maps
Buy now pay later
JavaScript libraries
JavaScript frameworks
Security
Appointment scheduling
Font scripts
Netherlands
Australia
Spain
Belgium
United KingdomFrequently asked questions
4.8
40,000 users
