MVK Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,548,734
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
20
45% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$577,437
About
MVK Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, non-profit organizations, pension plans, and small businesses. Services described in the brochure include comprehensive financial planning (cash flow, tax, retirement, education, and estate planning), implementation and ongoing portfolio management, and limited-scope or hourly consulting for clients who do not engage ongoing management.
The firm’s investment approach is grounded in fundamental analysis and emphasizes tax-efficient, risk-appropriate portfolios built from index-type funds and no-load managed funds, with a long-term, broadly diversified posture and avoidance of stock- or manager-picking and market timing. MVK manages accounts on both discretionary and non-discretionary bases and, for non-discretionary accounts, obtains client consent prior to each trade.
Operationally, MVK is strictly fee-only and does not accept commissions or act as custodian, and its brochure notes that the substantial majority of assets reported as of December 31, 2025 were managed non-discretionarily (approximately $796,194 discretionary vs. $11,604,911 non-discretionary), and the firm includes non-profit/charitable organizations among its client types. The firm also does not vote client proxies, provides written financial plans or hourly engagements on a quoted basis, and offers retirement-plan education and non‑fiduciary consulting to employer plans.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial plans based on complexity; exact fee quoted before engagement; minimum $500 or half of flat fee due at engagement start
$0 - $100,000: 1.0% $100,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.60% $1,000,001 - $3,000,000: 0.40% $3,000,001 - $5,000,000: 0.30% $5,000,001+: 0.10%
$90 to $150 per hour for hourly financial planning and consultation services
Account minimum: $500 minimum annual fee for ongoing asset management services; minimum may be waived at MVK's discretion Minimum fee: $500 minimum annual fee for ongoing asset management services Fee-only: Fee-only financial planning and investment management; no commissions or third-party compensation received
Main office location
MVK Financial Planning, LLC
Jefferson City MO, United States
Number of offices
1
Most active in
MVK Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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