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Mission Financial Planning, Inc.

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Client assets under management

$0

Clients

117

65% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

39

Typical

Average account size

$0

About

Mission Financial Planning, Inc. serves individual clients and small-business clients, including business owners and plan sponsors, with comprehensive financial planning, pension consulting, Social Security strategy, estate planning support, and limited bookkeeping and project-based advisory work. The firm provides an initial comprehensive planning engagement followed by periodic reviews and client education to help implement and monitor plans.

The firm operates as fee-only and advice-only, providing personalized asset-allocation guidance, written risk assessments, and financial modeling rather than discretionary portfolio management. Recommendations are delivered through an initial comprehensive meeting and regular scheduled reviews, and the firm monitors investments on a non-discretionary, consultative basis when clients use third-party managers.

Noteworthy distinctions include the absence of asset-based (percentage-of-AUM) fees and the firm’s lack of custody or direct asset management, which differs from many peers in this category. The brochure also discloses the firm’s use of AI tools for recordkeeping and analysis and an affiliation with an unaffiliated CPA practice that serves specialty occupations (notably dental professionals), enabling coordinated referrals while keeping planning and accounting fees separate.

Client services

Financial planning Pension consulting
Limited assistance with financial accounting or reporting

Expertise

General retirement planning Retirement income strategy Social Security optimization Cash flow / budgeting General estate planning guidance

Occupation focus

Founder/Business Owner Dentist

Demographic focus

Mid-Career Professionals

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Fee options

Fixed

Social Security strategy assistance $300 fixed fee; Retirement Withdrawal Strategy assistance $500 fixed fee.

Project-based

Additional time beyond annual fee billed at $270 per hour; small-scope projects and second opinions billed hourly at $270 per hour; bookkeeping assistance $85/hour.

Other

Minimum fee: Annual fees of $6,500 for business owners and $5,200 for individuals for financial planning services; Pension consulting fees range from $250 to $2,000 annually. Fee-only: Financial planning services charged as fixed annual fees ($6,500 for business owners, $5,200 for individuals); pension consulting fees negotiated independently, ranging $250 to $2,000 annually; additional hourly fees for time beyond scope at $270/hour; small project hourly fees at $270/hour; Social Security strategy fixed fee $300; Retirement Withdrawal Strategy fixed fee $500; bookkeeping assistance $85/hour.

Main office location

Mission Financial Planning, Inc.

5410 W. 61 St Place, Ste. 100

Mission KS 66205, United States

Number of offices

3

Most active in

More info

Florida · Kansas · Louisiana · Missouri · Nebraska · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 913-948-9686

Advisors at this firm

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user avatar

James Z

CFP®, Series 65, Series 66

Mission, KS

Mission Financial Planning, Inc.

James Zenk is a CFP® professional with two years of experience at Mission Financial Planning, Inc. He previously worked at Cetera Advisors LLC and Hinrichszenk+Pesavento LLC. Outside of his advisory role, he serves as president of Trident CPA Services, LLC, a business and tax planning firm, and holds board positions with several charitable organizations. Mission Financial Planning, Inc. is a fee-only firm serving individuals, business owners, and retirement-plan sponsors, including high-net-worth clients. The firm provides comprehensive financial planning and pension consulting, focusing on fixed and project-based fees and offering advice without custody or discretionary management of client assets.

General retirement planning Retirement income strategy Social Security optimization Cash flow / budgeting General estate planning guidance Founder/Business Owner Dentist Mid-Career Professionals

Sharon W

CFP®

Mission, KS

Mission Financial Planning, Inc.

I built Mission Financial Planning to provide financial planning in a purely advice-only, fee-only, fiduciary role. I have been a Certified Financial Planner (CFP) for 25 years. My focus: Financial planning for dentists. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, retirement plans and retirement planning, insurance assessment, and estate planning. Over the years many dentist clients have referred other dentists, as well as non-dentist friends and family, to work with us. We are flattered with every referral - dentist or not - and honored to bring them into our family of great clients, if the fit is right. Let’s schedule a time to talk about your financial questions and find out if our areas of expertise would add value to your long-term planning. Thank you for considering Mission Financial Planning! Read Sharon's blog here: https://www.missionfinancialplanning.com/blog

Business ownership considerations Business exit / sale strategy Tax strategies for small businesses Dentist Founder/Business Owner Mid-Career Professionals
user avatar

Nathan N

Series 66

Richmond, VA

Mission Financial Planning, Inc.

Nathan Nielsen is a financial advisor at Mission Financial Planning, Inc. in Richmond, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Mission Financial Planning, he worked at Charesse J Hagan and Ameriprise. Mission Financial Planning, Inc. is a fee-only firm serving individuals, business owners, and retirement-plan sponsors, including high-net-worth clients. The firm provides comprehensive financial planning services and operates in an advice-only capacity, focusing on personalized asset allocation, written investment policy statements, and non-discretionary monitoring.

General retirement planning Retirement income strategy Social Security optimization Cash flow / budgeting General estate planning guidance Founder/Business Owner Dentist Mid-Career Professionals
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