# Mark Kleene

> Mark Kleene is a fee-only financial advisor at MVK Financial Planning in Jefferson City, Missouri, who holds the CFP credential. Mark charges an ongoing planning fee and a one-time planning fee (no asset minimum).

Page: https://find.wellspent.co/advisors/mark-kleene/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MVK Financial Planning
- **Based in:** Jefferson City, Missouri
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $12.4M across 71 accounts
- **Credentials:** CFP
- **CRD:** 6008957 (https://adviserinfo.sec.gov/individual/summary/6008957)
- **SEC registration:** Investment adviser representative in MO, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.mvkfinancial.com

## Frequently asked questions

### Is Mark Kleene a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and MVK Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark charges an ongoing planning fee and a one-time planning fee.

### How much does Mark charge?

According to MVK Financial Planning's website, checked October 30, 2026: no asset minimum.

### Where is Mark Kleene based?

Mark Kleene is based in Jefferson City, Missouri.

### What credentials does Mark Kleene hold?

Mark Kleene holds the CFP credential.

### Is Mark Kleene registered with the SEC?

Yes. Mark Kleene is registered as an investment adviser representative in MO and TX (CRD 6008957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MVK Financial Planning manage?

MVK Financial Planning reports $12.4M across 71 accounts in assets under management.

### How do I contact Mark Kleene?

Through Mark's website, www.mvkfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6008957): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mvkfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.