Mission Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$5,000

“Flat fees range from $2,000 to $5,000.”

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

How Mission Financial Group, LLC bills

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

• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the last day of the month with adjustments made for all deposits and withdrawals.”
• “Certain illiquid alternative investments with a valuation lag will be billed upon their most recently available valuation.”
• “Fees are negotiable and will be deducted from client account(s).”

How Mission Financial Group, LLC’s fees compare

• Its flat or project fee of $2,000-$5,000 is below the Nevada median of $5,000. 44% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 12 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.

About Mission Financial Group, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

1.2% a year

Clients

346

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$310,912,519

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311876

Website

missionfinancial.com (opens in new tab)

Phone

(808) 445-9965

Can advise clients in 8 states: California, Hawaii, Michigan, New Hampshire, Nevada, New York, Texas, Washington

Other planners in Las Vegas that publish fees

• Adaptive Wealth EngineeringLas Vegas$500/hr
• Backbone Planning Partners LLCLas Vegas$500⁠-⁠$15,000, $5,000⁠-⁠$50,000/yr
• Bird Spring Financial LLCLas Vegas$350⁠-⁠$500/hr, $525⁠-⁠$7,500
• Black Card CircleLas Vegas$350/hr, $1,500⁠-⁠$50,000
• Buckley WealthLas Vegas$50,000, $50,000/yr
• Clarity Council Financial, LLCLas Vegas$200/hr, $1,000

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