Mission Financial Planning, INC.
Assets Under Management
N/A
Number of Clients
115
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Mission Financial Planning is a fee-only financial planning firm providing comprehensive planning, education, and monitoring. Services include budgeting, investing, insurance, education funding, tax management, debt management, retirement planning, and estate planning. They offer initial and ongoing planning services.
Fee Structure
After the first year, continuing clients receive an annual Monitoring Consultation, three scheduled quarterly phone calls with the planner throughout the year and ongoing planning and support. The annual fee for this service is $6500 for business owners and $5200 for individuals.
On a limited basis, Mission Financial Planning is also available for smaller-scope projects, providing second opinions, ad-hoc planning or advice. Project fees are estimated based on hourly fees for financial planning of $270.00 per hour. Social Security Strategy assistance is offered on a project basis for a fixed fee of $300.00. Retirement Withdrawal Strategy assistance is offered on a project basis for a fixed fee of $500.00.
Areas of Practice
Location
5410 W. 61st Place, Ste. 100, Mission, KS, 66205
