Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
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
Advisor Information
Office location
Leawood, KS
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James Lawrence ZenkRegulatory History
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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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.