# One-time financial plans in Missouri > In Missouri, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Mark Schweiss of Modern Dollar Planning, John Davis of JKD Financial and Kristine McKinley of Beacon Financial Advisors, LLC. Page: https://find.wellspent.co/by/one-time-financial-plan/missouri/ 26 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who offer one-time plans in Missouri? In Missouri, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Mark Schweiss of Modern Dollar Planning, John Davis of JKD Financial and Kristine McKinley of Beacon Financial Advisors, LLC. ## How many fee-only advisors who offer one-time plans in Missouri are there? The Wellspent public graph lists 26 fee-only advisors who offer one-time plans in Missouri, at 22 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who offer one-time plans in Missouri located? Of the 26 fee-only advisors who offer one-time plans in Missouri, 6 are in Kansas City, followed by 4 in Springfield and 3 in St. Louis. ## How do fee-only advisors who offer one-time plans in Missouri charge? All 26 fee-only advisors who offer one-time plans in Missouri with fees on file charge a one-time planning fee. Many use more than one: 58% charge an ongoing planning fee and 58% charge a percentage of assets. ## How many fee-only advisors who offer one-time plans in Missouri hold the CFP? 69% of the 26 fee-only advisors who offer one-time plans in Missouri hold the CFP certification, based on the credentials listed on each record. ## How much do fee-only financial advisors charge in Missouri? Fee-only financial advisors in Missouri charge a median of $4,770 a year for ongoing planning. We found this across the published prices of 18 Missouri firms. ## How much does a one-time financial plan cost in Missouri? A one-time financial plan from a fee-only firm in Missouri has a median price of $2,000. We found this across the published prices of 14 Missouri firms. ## How does Wellspent decide who counts as fee-only advisors who offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in Missouri? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans in Missouri? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Mike Zeiter](https://find.wellspent.co/advisors/mike-zeiter.md) | Foundations Financial Planning | Carthage, Missouri | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Tyler Landes](https://find.wellspent.co/advisors/tyler-landes.md) | Tandem Financial Guidance, LLC | Kansas City, Missouri | AIF, CFP | Ongoing planning fee, One-time planning fee | | [John Davis](https://find.wellspent.co/advisors/john-davis.md) | JKD Financial | Springfield, Missouri | CFP, EA | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Jon Vance](https://find.wellspent.co/advisors/jon-vance.md) | Vance Financial Planning, LLC | Springfield, Missouri | CFP, EA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Kristine McKinley](https://find.wellspent.co/advisors/kristine-mckinley.md) | Beacon Financial Advisors, LLC | Kansas City, Missouri | CFP, CPA | Hourly, Ongoing planning fee, One-time planning fee | | [Lei Deng](https://find.wellspent.co/advisors/lei-deng.md) | Core Planning, LLC | Saint Louis, Missouri | CFP, CFA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Michael Hunsberger](https://find.wellspent.co/advisors/michael-hunsberger.md) | Next Mission Financial Planning | Saint Charles, Missouri | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Mark Schweiss](https://find.wellspent.co/advisors/mark-schweiss.md) | Modern Dollar Planning | St. Louis, Missouri | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Phillip Durbin](https://find.wellspent.co/advisors/phillip-durbin.md) | Generational Wealth Development | Cameron, Missouri | | Hourly, One-time planning fee | | [Wakefield Hare](https://find.wellspent.co/advisors/wakefield-hare.md) | Greater Than Financial LLC | Savannah, Missouri | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jim MacKay](https://find.wellspent.co/advisors/jim-mackay.md) | MacKay Financial Planning | Springfield, Missouri | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Ryan Graves](https://find.wellspent.co/advisors/ryan-graves.md) | Bemiston Asset Management | Webster Groves, Missouri | CFP, CFA | Percentage of assets, One-time planning fee | | [Kyle Hill](https://find.wellspent.co/advisors/kyle-hill.md) | Hill-Top Financial Planning, LLC | Kansas City, Missouri | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [James Hargrave](https://find.wellspent.co/advisors/james-hargrave.md) | Pillar Financial Planning | Raymore, Missouri | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee | | [Jacob Turner](https://find.wellspent.co/advisors/jacob-turner.md) | Moment Private Wealth | St. Louis, Missouri | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott.md) | Hightower Wealth Advisors | St. Louis, Missouri | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Steven Erickson](https://find.wellspent.co/advisors/steven-erickson.md) | Erickson Financial Solutions | Jefferson City, Missouri | CFP | Hourly, Ongoing planning fee, One-time planning fee | | [Mark Kleene](https://find.wellspent.co/advisors/mark-kleene.md) | MVK Financial Planning | Jefferson City, Missouri | CFP | Ongoing planning fee, One-time planning fee | | [Christopher Gebhards](https://find.wellspent.co/advisors/christopher-gebhards.md) | Summit Vision Financial | Rock Port, Missouri | | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [David Gourley](https://find.wellspent.co/advisors/david-gourley.md) | K-12 Planning | Kansas City, Missouri | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [James Werner](https://find.wellspent.co/advisors/james-werner.md) | Snider & Talbot | Liberty, Missouri | CFP | Percentage of assets, Hourly, One-time planning fee | | [Brandon Wooley](https://find.wellspent.co/advisors/brandon-wooley.md) | Feeney Financial | Jefferson City, Missouri | | One-time planning fee | | [Dustin Kennedy](https://find.wellspent.co/advisors/dustin-kennedy.md) | Feeney Financial | Springfield, Missouri | | One-time planning fee | | [Jerry Snider](https://find.wellspent.co/advisors/jerry-snider.md) | Snider & Talbot | Kansas City, Missouri | | Percentage of assets, Hourly, One-time planning fee | | [Richard Talbot](https://find.wellspent.co/advisors/richard-talbot.md) | Snider & Talbot | Kansas City, Missouri | | Percentage of assets, Hourly, One-time planning fee | | [Tomas Jacobsen](https://find.wellspent.co/advisors/tomas-jacobsen.md) | Snider & Talbot | Liberty, Missouri | | Percentage of assets, Hourly, One-time planning fee | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).