Sharon Kay Weaver
SW
CFP

Sharon Kay Weaver

14 Years of Experience

Firm Information

Sharon Kay Weaver
Compensation
Fixed/Hourly
Firm Size
2 advisors
Compensation
Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
115 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:$300 - $6,500
Hourly Rate:$85 - $270/hr

Mission Financial Planning charges an annual fee for financial planning services: $6500 for business owners and $5200 for individuals. This includes an initial planning meeting and three quarterly consults for new clients, and an annual monitoring consultation and quarterly calls for continuing clients. Additional time beyond the scope of the agreement is billed at $270 per hour. Smaller-scope projects are also billed at $270 per hour. Social Security strategy assistance is $300, and retirement withdrawal strategy assistance is $500. Limited bookkeeping assistance is available for $85 per hour. Pension consulting services range from $250 to $2000 annually.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
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Advisor Information

Office location

5410 W. 61st Place, Ste. 100, Mission, KS, 66205

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Sharon Kay Weaver
SW
Contact
Sharon Kay Weaver
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mission Financial Planning, INC.
December 2011 - Present · 14 yrs 1 mo
State Registrations9 states
FLKSLAMONCNEPATXVA
Advisor
Exams
No exam information available for this advisor.
Sharon Kay Weaver
SW
Contact
Sharon Kay Weaver