Fee-only adviser · Mission, KS
Mission Financial Planning, Inc.
Mission Financial Planning, Inc. is a fee-only investment adviser registered with the securities regulators of Florida, Kansas, Louisiana, Missouri, North Carolina, Nebraska, Pennsylvania, Texas, Virginia, with its main office in Mission, Kansas. On its latest Form ADV, filed April 14, 2026, it reports 117 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, Kansas, Louisiana, Missouri, North Carolina, Nebraska, Pennsylvania, Texas, Virginia |
|---|---|
| Firm CRD number | 154469 |
| Office | 5410 W. 61st Place Ste. 100 Mission, KS 66205 |
| Phone | (913) 948-9686 |
| Website | www.missionfinancialplanning.com |
| Regulatory assets under management | Not reported |
| Individual clients | 41 non-high-net-worth, 76 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mission
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Nearby
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- Overland Park 55 firms
- North Kansas City 4 firms
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