MVK Financial Planning fees: what the firm charges

Wellspent public graph/Firms/MVK Financial Planning

MVK Financial Planning at a glance

One of 136 fee-only firms based in Missouri in the Wellspent graph.
1 advisor is listed here, who holds the CFP.
Its Form ADV reports 1 employee and 20 individual clients, 9 of them high net worth.
Its average account is about $175,000 (assets it manages divided by its 71 accounts).
Its website says it's taking new clients.

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Based in	Jefferson City, Missouri
Website	mvkfinancial.com
Phone	(573) 694-5997

MVK Financial Planning fees

What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.

Account minimum	None
How it charges	Ongoing planning fee · One-time plans or projects

In the firm's words

"Mark ardently believes that financial guidance should not be dependent on minimums (net worth or investment minimums)." source

"Whether you seek a one-time consultation or ongoing services, Mark accommodates your needs." source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid by	Percentage of assets · Hourly · Fixed fees
Assets managed	$12 million
Individual clients	11
High-net-worth clients	9
Accounts managed	71
Employees	1
Planning clients	1-10
Financial planning	Offered
Form ADV filed	September 8, 2026
SEC record	CRD 159689

Advisors at this firm (1)

Mark Kleene

CFP

Other fee-only firms in Missouri

Next Bloom Wealth · Gladstone
Nicholson Meyer Capital Management · Kansas City
Oak Road Wealth Management · Lee'S Summit
Oakview Wealth Solutions LLC · St. Charles
Parke Investment Management · St. Louis
Peakview Strategies · Cottleville
Pillar Financial Planning · Raymore
Pinnacle Family Advisors · Springfield

Fee-only advisors in Missouri