Java Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,800⁠-⁠$8,000

“The fixed fee for this service can range between $4,800 - $8,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Java Wealth Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In all instances, JWP will invoice clients directly and include details of the fee calculation and the time period covered by the fee.”
• “Fees for this service are paid by electronic funds transfer or check, or may be directly debited from client accounts.”
• “Fees will be invoiced and paid in either advance or in arrears, on a quarterly basis.”

How Java Wealth Planning’s fees compare

• Its flat or project fee of $4,800-$8,000 is above the Missouri median of $3,550. 74% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Lees Summit that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Java Wealth Planning

• Principal: Burks Zung
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

31

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services

Assets managed

$20,418,333

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297416

Website

javawealth.com (opens in new tab)

Phone

(816) 656-3210

Can advise clients in 3 states: California, Missouri, New York

Other planners in Lees Summit that publish fees

• QP FinancialLees Summit$750⁠-⁠$10,000
• Your Financial PartnershipLees Summit$200⁠-⁠$500/hr, $1,500⁠-⁠$15,000
• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• 360 IraSt. Charles$99⁠-⁠$10,000
• 80/20 Financial ServicesOzark$240/hr, $1,000⁠-⁠$7,000
• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000

Compare all 3 planners in Lees Summit