RIA Intel›Advisers›Missouri›MVK FINANCIAL PLANNING, LLC

MVK FINANCIAL PLANNING, LLC

Advisory

MO

Data as of Feb 4, 2026 · Source: SEC Form ADV

Average account
$175K
across 71 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$12M
Discretionary %
6.4%
Clients
22
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$796K
Non-Discretionary AUM$12M
Discretionary %6.4%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

THE JAMISON EDWARD GROUP, LLC
KEARNEY, MO
$12M
WESTWOOD ASSET MANAGEMENT, LLC
$13M
HYNES ADVISORY GROUP LLC
ST LOUIS, MO
$13M
WESTMARK CAPITAL MANAGEMENT, LLC
CHESTERFIELD, MO
$12M
-65.7% 1Y
BAM ADVISOR SERVICES, L.L.C.
ST. LOUIS, MO
$13M
TANDEM FINANCIAL GUIDANCE, LLC
$12M

Get the full picture on MVK FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MVK FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans