James Zenk is a CFP-designated registered investment advisor at Mission Financial Planning, INC., based in Leawood, KS, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 117 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Mission Financial Planning offers ongoing annual planning retainers that include an initial comprehensive strategy meeting, quarterly phone or video calls, and continuous support:
- Individuals — $5,200 per year
- Business owners — $6,500 per year
If time commitments exceed the standard scope of the agreement, additional work is billed at $270 per hour.
- Social Security strategy assistance — $300 fixed fee for preparation, analysis, and a one-hour meeting with prepared reports
- Retirement withdrawal strategy assistance — $500 fixed fee for preparation, analysis, and a one-hour meeting with prepared reports
- Ad-hoc planning or smaller-scope projects — $270 per hour
- Bookkeeping and financial accounting assistance — $85 per hour
Contact
James Zenk
Location
Leawood, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is the President of Trident CPA Services, LLC, dedicating nearly full-time hours to business and tax planning. He also holds president positions in two dormant LLCs and treasurer/board member roles in three charitable organizations, requiring minimal time commitments.
Employment History
Current Registrations
Mission Financial Planning, INC.
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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