Mission Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
Social Security strategy assistance $300 fixed fee; Retirement Withdrawal Strategy assistance $500 fixed fee.
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.
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
See office5410 W. 61st Place, Ste. 100
Mission KS 66205
Advisors at this office
2
Offices (2)
Most active in
Florida · Kansas · Louisiana · Missouri · Nebraska · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Mission Financial Planning, Inc. · Trident Planning Services · Weaver, Sharon Kay
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
James Z
CFP®, Series 65, Series 66
Mission, KS
Mission Financial Planning, Inc.
James Zenk is a financial advisor at Mission Financial Planning, Inc. with three years of industry experience. He holds the CFP® designation and Series 65 and Series 66 licenses. Prior to joining Mission Financial Planning, he worked at Cetera Advisors LLC and Hinrichszenk+Pesavento LLC. Outside of financial advising, he serves as president of Trident CPA Services, LLC, which focuses on business and tax planning, and is involved as a board member and treasurer with several charitable organizations. Mission Financial Planning, Inc. serves individual and small-business clients, including business owners and plan sponsors, offering comprehensive financial planning, pension consulting, Social Security strategy, and estate planning support. The firm operates on a fee-only, advice-only basis, providing personalized guidance and monitoring investments on a non-discretionary, consultative basis without managing assets directly.
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
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)