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

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About Andrew Mohrmann, CFP®, MBA

I’m the MBA, entrepreneurial type and my wife is a nurse practitioner. I focus my practice on helping these types of clients because I know them best.

I enjoy helping my colleagues from business school navigate their corporate benefits, invest intelligently and keep their own financial lives organized, so they can focus on building their careers.

For the medical professionals I work with, many financial topics are completely foreign. I see this as an opportunity to educate. Because they’ve had no formal training, money can create intimidation and anxiety. I help them get to a place of understanding and confidence.

Young business people and highly educated medical professionals have many similarities. They’re working hard to build careers that will allow them to sustain their families and create intentional, meaningful lives. I make sure that they’re also creating bright financial futures.

As I watched the XY Planning Network take shape, I knew I wanted to be part of this transformation of our industry. We’re bringing objective, quality advice and intelligent investing to our generation through a model that makes it affordable to young professionals and families just building their lives. I’m thrilled to be a part of this revolution and happy to be doing it alongside the innovative thinkers and bold entrepreneurs of the XY Planning Network.

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Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals
  • Scientific Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly: $125/mo
  • Flat Fee: $399
  • AUM: .85%

SEC Records

States Registered

  • Missouri

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