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Mike Zeiter

Foundations Financial Planning · Carthage, Missouri

Mike Zeiter is a fee-only financial advisor at Foundations Financial Planning in Carthage, Missouri, who holds the CFP, CPA and PFS credentials.

Fee-only
$4,800
Ongoing planning, per year, from
$199
One-time plan, from

What Mike focuses on

How does Mike's firm compare?

  • Ongoing planning starts at $4,800 a year, in line with the Missouri median of $4,770 for fee-only firms that publish prices.

  • A one-time plan starts at $199, below the Missouri median of $2,000 for fee-only firms that publish prices.

What fee-only advisors charge in Missouri

Questions about Mike

Is Mike Zeiter a fee-only financial advisor?

Yes. Mike Zeiter is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Mike Zeiter charge for financial advice?

Mike Zeiter charges an ongoing planning fee, a percentage of assets and a one-time planning fee.

How much does Mike Zeiter charge?

According to Foundations Financial Planning's website, checked October 28, 2026: ongoing planning from $4,800 a year; one-time plans from $199; 0.75% a year on the first tier of assets managed.

Does Mike Zeiter work with clients virtually?

Yes. Foundations Financial Planning says on its website that it works with clients remotely.

Where is Mike Zeiter based?

Mike Zeiter is based in Carthage, Missouri.

What does Mike Zeiter specialize in?

Mike Zeiter's specialties include equity compensation, student loans, tax planning and retirement planning.

What credentials does Mike Zeiter hold?

Mike Zeiter holds the CFP, CPA and PFS credentials.

How do I contact Mike Zeiter?

Through Mike Zeiter's website, foundationsfinance.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

The full record

FirmFoundations Financial Planning
Based in Carthage, Missouri
Fee modelOngoing planning fee · Percentage of assets · One-time planning fee
Fees (firm's website)Ongoing planning from $4,800 a year · One-time plans from $199 · 0.75% a year on the first tier of assets managed
Works virtuallyYes
Accepting new clientsYes
CredentialsCFP · CPA · PFS
Websitefoundationsfinance.com

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Other fee-only advisors in Missouri

Other advisors in Missouri who focus on equity compensation

Where this information comes from

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