James Zenk is a CFP-designated registered investment advisor at Mission Financial Planning, INC., based in Leawood, KS, with 2 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 115 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Mission Financial Planning offers ongoing financial planning services for an annual fee. For business owners, the fee is $6,500 per year, and for individuals, it's $5,200 per year. This includes an annual consultation, three quarterly phone calls, and ongoing support. If the planner's time exceeds approximately 24 hours for business clients or 20 hours for individuals, additional time is billed at $270 per hour.
- Social Security strategy assistance — $300, includes preparation, analysis, a one-hour meeting, and prepared reports.
- Retirement withdrawal strategy assistance — $500, includes preparation, analysis, a one-hour meeting, and prepared reports.
- Smaller-scope projects, second opinions, ad-hoc planning or advice - Project fees are estimated based on hourly fees for financial planning of $270.00 per hour.
- Limited assistance with bookkeeping, financial accounting or reporting - $85.00 per hour.
Contact
James Zenk
Location
Leawood, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the President of Trident CPA Services, LLC, dedicating nearly full-time hours to business and tax planning. He also holds president positions in two dormant LLCs and treasurer/board member roles in three charitable organizations, requiring minimal time commitments.
Employment History
Current Registrations
Mission Financial Planning, INC.
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations1 state
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