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

Contact this advisor

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.

Contact this advisor

Recently Published

This advisor has no recent blog posts.

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...