Mission Financial Planning, Inc. fees and pricing
Financial planner in Mission, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 14, 2026, Mission Financial Planning, Inc. charges $270 an hour, a flat or project fee of $300, and an annual fee of $6,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $270/hr
“If the estimate is accepted, additional time will be charged at $270 per hour.”
- Flat or project fee
- $300
“Social Security Strategy assistance is offered on a project basis for a fixed fee of $300.00.”
- Annual fee
- $6,500/yr
“The annual fee for this service is $6500 for business owners and $5200 for individuals. 3 Mission Financial Planning, Inc. 5410 W. 61st Place, Mission, KS 66205 – 913-948-9694 Services are billed in advance on a monthly or quarterly basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mission Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients have the option to pay by check, credit card or an ACH payment.”
- “Mission Financial Planning will refund any unearned prepaid fees based on the number of days remaining in the quarter from the day following the receipt of notice to the end of the quarter.”
- “Refunds are issued via the method of payment used by the client or by check.”
How Mission Financial Planning, Inc.’s fees compare
- Its hourly rate of $270 is above the Kansas median of $250. 58% of the 59 other Kansas planners that publish an hourly rate charge less.
- Its flat or project fee of $300 is below the Kansas median of $3,500. 2% of the 43 other Kansas planners that publish a flat or project fee charge less.
- None of the 2 other planners in Mission that publish a flat or project fee charge less.
- Its annual fee of $6,500 is above the Kansas median of $5,050. 62% of the 21 other Kansas planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Mission Financial Planning, Inc.
“Mission Financial Planning, Inc. and Mission Financial Planning, Inc. dba Trident Planning Services is a fee-only financial planning firm offering comprehensive planning, education and monitoring to help clients pursue their financial goals.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 117
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, pension consulting, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154469
- Phone
- (913) 948-9686
Can advise clients in 9 states: Florida, Kansas, Louisiana, Missouri, North Carolina, Nebraska, Pennsylvania, Texas, Virginia
Other planners in Mission that publish fees
- BG Wealth Advisory, LLCMission$150-$500
- Buffalo Run Wealth Advisors LLCMission$5,000
- Weaver FinancialMission$300-$400/hr
- Abundance Wealth ManagementManhattan$250/hr, $3,000
- Agh Wealth Advisors, LLCWichita$350/hr
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.