Mission: Advice fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For non-ongoing financial planning, the Firm charges $250 per hour.”

Flat or project fee

$4,000

“The Firm charges a minimum fee of $4,000 for the first year of financial planning, and a minimum of $2,000 annually thereafter.”

Annual fee

$2,000/yr

From the same sentence as above.

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

How Mission: Advice bills

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

• “Fees may be negotiable based on the nature and complexity of the services to be provided and the Client’s overall relationship with the Firm.”
• “For project-based services, the Firm requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”

How Mission: Advice’s fees compare

• Its hourly rate of $250 matches the West Virginia median of $250. 29% of the 7 other West Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $4,000 is below the West Virginia median of $4,525. 43% of the 7 other West Virginia planners that publish a flat or project fee charge less.

About Mission: Advice

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Minimum

$4,000 minimum fee (stated in brochure)

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$2,846,307

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300473

Website

missionadvice.com (opens in new tab)

Phone

(304) 870-4200

Other planners in Shepherdstown that publish fees

• Hoxton Planning & Management, LLCShepherdstown$350/hr, $2,500/yr
• Anthony Investment Management, LLCWheeling$100⁠-⁠$10,000
• Felton Wealth, LLCWheeling$500
• Fort Henry Capital, LLCWheeling$150⁠-⁠$400/hr, $500⁠-⁠$5,000
• Freedom Financial Advisors, LLCSouth Charleston$200⁠-⁠$3,000
• Global Freedom Financial LLCSouth Charleston$250/hr, $1,000⁠-⁠$12,000

Compare all 24 planners in West Virginia