← Tributary

MODERN DOLLAR PLANNING, LLC

ST. LOUIS, MO · CRD 174695 · IAPD ↗ · modern-dollar.com · 314-827-5852

$159.1MRegulatory AUM
1Advisory reps
2Employees
1Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — MODERN DOLLAR PLANNING, LLC reported RAUM up 30% ($122.0M -> $159.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.