Shayna Vlock
Prosperity Planning · North Kansas City, Missouri
Shayna Vlock is a fee-only financial advisor at Prosperity Planning in North Kansas City, Missouri. Prosperity Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prosperity Planning |
|---|---|
| Based in | North Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $543.2M across 1,432 accounts |
| SEC registration | Investment adviser representative in MO · CRD 8325703 |
| Exams passed | Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.prosperityplanninginc.com |
How Shayna's firm compares
- Prosperity Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,432 accounts).
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Questions about Shayna
Is Shayna Vlock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shayna holds no broker registration, and Prosperity Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shayna charge for financial advice?
Shayna's firm, Prosperity Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shayna Vlock based?
Shayna Vlock is based in North Kansas City, Missouri.
Is Shayna Vlock registered with the SEC?
Yes. Shayna Vlock is registered as an investment adviser representative in MO (CRD 8325703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prosperity Planning manage?
Prosperity Planning reports $543.2M across 1,432 accounts in assets under management.
How do I contact Shayna Vlock?
Through Shayna's website, www.prosperityplanninginc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kansas City
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
- 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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