MVK Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,548,734
Clients
20
Advisors
1
of 1 employees
About
MVK Financial Planning provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, non-profit organizations, pension plans, and small businesses. Services described in the brochure include comprehensive financial planning, hourly or limited‑scope consulting, ongoing investment management, and educational consulting for employer‑sponsored retirement plans.
The firm implements risk‑appropriate, tax‑efficient portfolios using index‑type funds and no‑load managed funds, emphasizing broad diversification and a long‑term perspective. MVK manages accounts on both discretionary and non‑discretionary bases, and its ADV discloses that most of its reported assets under management were held on a non‑discretionary basis as of December 31, 2025 ($11,604,911 non‑discretionary vs. $796,194 discretionary), so client consent is obtained prior to each trade for those accounts.
A few operational features distinguish MVK from many peers: the firm explicitly serves charitable/non‑profit clients and offers non‑fiduciary retirement plan education, and its materials include client testimonials in advertising—practices that are uncommon among independent solo advisers. The brochure also notes the firm is strictly fee‑only, does not accept commissions or act as a custodian, and emphasizes written plans and individualized portfolio reviews rather than aggregated block trading.
Client services
Expertise
Fee options
Fixed fees for financial plans, negotiated based on complexity; $500 minimum due at engagement start
$0 - $100,000: 1.0% $100,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.60% $1,000,001 - $3,000,000: 0.40% $3,000,001 - $5,000,000: 0.30% $5,000,001+: 0.10%
$90 to $150 per hour for financial planning and consultation services
Minimum fee: Minimum annual fee of $500 for ongoing asset management; minimum annual fee is waivable at firm's discretion Fee-only: Firm is strictly fee-only; does not accept commissions or any finder's fees
Main office
Jefferson City MO
Advisors at this office
1
Most active in
Missouri · Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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