McKenzie Ebbesen
Bason Asset Management · Platte City, Missouri
McKenzie Ebbesen is a fee-only financial advisor at Bason Asset Management in Platte City, Missouri, who holds the CFP credential. McKenzie charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $5,800 a year) and focuses on retirement planning, family wealth transfer and tax planning.
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Specialties
Facts
| Firm | Bason Asset Management |
|---|---|
| Based in | Platte City, Missouri |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,800 a year |
| Works virtually | Yes |
| Assets under management | $848.8M across 840 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WV · CRD 5482156 |
| Exams passed | Series 63 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.basonasset.com |
How McKenzie's firm compares
- Ongoing planning starts at $5,800 a year, above the Missouri median of $4,770 for fee-only firms that publish prices.
- Bason Asset Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 840 accounts).
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Questions about McKenzie
Is McKenzie Ebbesen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: McKenzie holds no broker registration, and Bason Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does McKenzie charge for financial advice?
McKenzie charges a flat fee or retainer and an ongoing planning fee.
How much does McKenzie charge?
According to Bason Asset Management's website, checked October 30, 2026: ongoing planning from $5,800 a year.
Does McKenzie work with clients virtually?
Yes. Bason Asset Management says on its website that it works with clients remotely.
Where is McKenzie Ebbesen based?
McKenzie Ebbesen is based in Platte City, Missouri.
What does McKenzie specialize in?
McKenzie's specialties include retirement planning, family wealth transfer and tax planning.
What credentials does McKenzie Ebbesen hold?
McKenzie Ebbesen holds the CFP credential.
Is McKenzie Ebbesen registered with the SEC?
Yes. McKenzie Ebbesen is registered as an investment adviser representative in TX and WV (CRD 5482156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bason Asset Management manage?
Bason Asset Management reports $848.8M across 840 accounts in assets under management.
How do I contact McKenzie Ebbesen?
Through McKenzie's website, www.basonasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Bason Asset Management 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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