Andrew Mohrmann, CFP®, MBA Modern Dollar Planning, LLC

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About Andrew Mohrmann, CFP®, MBA

I founded Modern Dollar in 2015 after spending many years with two of St. Louis’ largest independent investment advisory firms. Though the time there was valuable, I knew I’d eventually have to try my hand as a business owner. I’m a third-generation entrepreneur and grew up in and around my family’s businesses. My passion for entrepreneurship, experience in financial planning and the void I still see in our profession for providing truly objective, holistic planning intersected, leading to the genesis of Modern Dollar.

Modern Dollar is now a growing team helping executives, medical professionals and retirees make sense of their financial lives. Our structured process includes a full financial plan at the outset and regular reviews thereafter to monitor and adapt the plan as they work toward or continue in financial independence.

Our clients tell us the work we do and the structure we create gives them peace around their finances. This result makes our work immensely gratifying.

We also believe in transparency and fairness in the way we charge. Our clients pay a simple, transparent fee that includes all the planning and investment management work that we provide.

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Ideal Clients

  • Business Executives
  • Gen X
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1,000+/qtr
  • Flat Fee: $4,000+/engagement

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