MVK Financial Planning, LLC fees and pricing
Financial planner in Jefferson City, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 8, 2026, MVK Financial Planning, LLC charges $90-$150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $90-$150/hr
“Hourly consultations are charged at an hourly rate between $90 and $150 per hour and the fee is payable upon receipt.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MVK Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for investment management, hourly consultation and financial planning services are negotiable.”
- “Fees for financial plans are billed at the beginning of the engagement and the remaining amount upon completion of the analysis and is payable upon delivery.”
- “Services to pension plans are billed either on a fixed fee or hourly basis, depending upon the scope of the engagement.”
How MVK Financial Planning, LLC’s fees compare
- Its hourly rate of $90-$150 is below the Missouri median of $250. 2% of the 88 other Missouri planners that publish an hourly rate charge less.
About MVK Financial Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 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
- 1% a year
- Clients
- 20
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12,401,105
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159689
- Phone
- (573) 694-5997
Other planners in Jefferson City that publish fees
- Biy Financial, LLCJefferson City$250/hr, $900/yr
- 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
- Alpine Private WealthSaint Louis$333, $4,000/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.