KS · Mission

Fiduciary advisors in Mission, KS

2 advisors with offices in Mission. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Mission

Holistic Planning - Kansas City

Mission, Kansas

Holistic Planning is a fiduciary financial advisory firm based in Mission, Kansas, serving clients in the Kansas City area. The firm offers financial planning, investment management, tax strategy, retirement planning, estate and trust planning, insurance and risk management, business retirement planning, and financial behavior coaching, with a planning-first approach that integrates investments, taxes, and estate considerations. Mitchell Smith and Kyle Hogan, both CFP® professionals, lead the practice; the firm also employs at least one CPA. Operating on a fiduciary basis, the firm does not earn commissions on insurance recommendations and emphasizes long-term, client-focused relationships.

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Mission Financial Planning

Mission, Kansas

Mission Financial Planning is an investment advisory firm in Mission, Kansas. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Mission, Kansas

Advisors serving Mission specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Kansas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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