MODERN DOLLAR PLANNING, LLC

Overview

Modern Dollar Planning, LLC is an independent, owner-operated registered investment advisor that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm is structured as a limited liability company and became SEC-registered in 2023. Its advisory model centers on fixed, fee-based engagements and includes selection of other advisers, indicating a manager-of-managers or delegated allocation capability. Investment activity is concentrated in publicly available pooled vehicles—primarily mutual funds—while the firm also serves as a capital allocator, directing client capital to third‑party alternative asset managers where appropriate. Modern Dollar Planning does not identify as an active ESG investor, and its advisory footprint appears focused on a single-state practice with no pension consulting or related-adviser arrangements noted. The firm lists an accountant among its industry affiliations, which suggests coordination with tax professionals as part of financial planning work.

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Investments & Alternatives

Location & Offices