Mark Kleene
MVK Financial Planning · Jefferson City, Missouri
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).
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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 |
| Assets under management | $12.4M across 71 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 6008957 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mvkfinancial.com |
| Profile |
How Mark's firm compares
- MVK Financial Planning's average account is about $175,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri
Where this information comes from
- SEC adviser records : 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
- MVK Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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