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 offers advice-only financial planning services, including budgeting, investing, insurance, education funding, tax management, debt management, retirement planning, and estate planning. They also provide pension consulting services to small businesses.
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
Location
5410 W. 61st Place, Ste. 100, Mission, KS, 66205
