Advisor at MVK Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MVK Financial Planning, LLC
Location
Jefferson City, MO
Credentials
CFP®
Industry experience
14 years
Mark Kleene is a CFP® professional with 14 years of experience in financial planning. He has been the sole advisor at MVK Financial Planning, LLC since 2012, based in Jefferson City, MO. MVK Financial Planning provides fee-only financial planning and investment management services to individuals, trusts, estates, non-profit organizations, pension plans, and small businesses. The firm’s investment approach emphasizes tax efficiency and risk-appropriate, broadly diversified portfolios built from index-type and no-load managed funds, avoiding stock picking and market timing.
Based on MVK Financial Planning, LLC
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
Jefferson City, MO
Missouri · Texas
MVK Financial Planning, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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