One-time financial plans in Missouri
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mark Schweiss Modern Dollar Planning, St. Louis Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, one-time planning fee.
- John Davis JKD Financial, Springfield Holds the CFP and EA. Fees on file: flat fee or retainer, hourly.
- Kristine McKinley Beacon Financial Advisors, LLC, Kansas City Holds the CFP and CPA. Fees on file: hourly, ongoing planning fee.
- Mike Zeiter Foundations Financial Planning, Carthage Holds the CFP and CPA. Fees on file: ongoing planning fee, percentage of assets.
- Lei Deng Core Planning, LLC, Saint Louis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Jon Vance Vance Financial Planning, LLC, Springfield Holds the CFP and EA. Fees on file: flat fee or retainer, hourly.
By the numbers
- Advisors listed
- 26
- Firms
- 22
- Cities
- 13
- Hold the CFP
- 69%
- Other credentials: CFA 12% · CPA 12% · EA 8%
- How they charge (of 26 with fees on file): one-time planning fee 100% · ongoing planning fee 58% · percentage of assets 58% · hourly 54%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Mike Zeiter | Foundations Financial Planning | Carthage | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets |
| Tyler Landes | Tandem Financial Guidance, LLC | Kansas City | AIF, CFP | Ongoing planning fee, One-time planning fee |
| John Davis | JKD Financial | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Jon Vance | Vance Financial Planning, LLC | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Kristine McKinley | Beacon Financial Advisors, LLC | Kansas City | CFP, CPA | Hourly, Ongoing planning fee |
| Lei Deng Efficient financial plans and investing for busy skilled trades professionals | Core Planning, LLC | Saint Louis | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Michael Hunsberger | Next Mission Financial Planning | Saint Charles | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee |
| Mark Schweiss | Modern Dollar Planning | St. Louis | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee |
| Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. | Generational Wealth Development | Cameron | Not listed | Hourly, One-time planning fee |
| Wakefield Hare | Greater Than Financial LLC | Savannah | CFP | Percentage of assets, Ongoing planning fee |
| Jim MacKay | MacKay Financial Planning | Springfield | CFP | Flat fee or retainer, Hourly |
| Ryan Graves | Bemiston Asset Management | Webster Groves | CFP, CFA | Percentage of assets, One-time planning fee |
| Kyle Hill | Hill-Top Financial Planning, LLC | Kansas City | CFP | Percentage of assets, Ongoing planning fee |
| James Hargrave | Pillar Financial Planning | Raymore | CFP | Hourly, Flat fee or retainer |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
| Steven Erickson | Erickson Financial Solutions | Jefferson City | CFP | Hourly, Ongoing planning fee |
| Mark Kleene | MVK Financial Planning | Jefferson City | CFP | Ongoing planning fee, One-time planning fee |
| Christopher Gebhards | Summit Vision Financial | Rock Port | Not listed | Percentage of assets, Hourly |
| David Gourley | K-12 Planning | Kansas City | Not listed | Percentage of assets, Ongoing planning fee |
| James Werner | Snider & Talbot | Liberty | CFP | Percentage of assets, Hourly |
| Brandon Wooley | Feeney Financial | Jefferson City | Not listed | One-time planning fee |
| Dustin Kennedy | Feeney Financial | Springfield | Not listed | One-time planning fee |
| Jerry Snider | Snider & Talbot | Kansas City | Not listed | Percentage of assets, Hourly |
| Richard Talbot | Snider & Talbot | Kansas City | Not listed | Percentage of assets, Hourly |
| Tomas Jacobsen | Snider & Talbot | Liberty | Not listed | Percentage of assets, Hourly |
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