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Mission Financial Planning
Mission Financial Planning, Inc. is an SEC-registered investment adviser in Mission, KS. It has 3 employees and 3 investment advisers. The firm is based in...
Mission Financial Planning
Mission Financial Planning, Inc. is an SEC-registered investment adviser in Mission, KS. It has 3 employees and 3 investment advisers. The firm is based in Mission, KS.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Mission
Corporate office
Knoxville, TN, United States
Principals
James P. Bohanan
Founder and President
Sector focus
Frequently asked questions
Who runs investment decisions at Mission Financial Planning?
James Bohanan, founder and President, serves as the lead advisor and chief investment decision-maker for all client accounts. He sets the firm's asset allocation framework and approves individual portfolio changes, drawing on his certified financial planner (CFP) credentials and experience since 2009.
How does Mission Financial Planning structure client fees?
The firm charges a fee-only model based on assets under management, typically around 1% annually, with no commissions or product-based compensation. This aligns with its fiduciary duty under the Investment Advisers Act of 1940, ensuring all advice is free of sales incentives.
Is Mission Financial Planning a single-family office or a multi-client advisory?
It operates as a Registered Investment Advisor (RIA) serving multiple high-net-worth client households, functioning similarly to a multi-family office in its scope of holistic financial planning. The firm does not manage a single concentrated fortune but rather advises dozens of families on wealth transfer, tax minimization, and investment strategy.
What investment vehicles does Mission Financial Planning typically use?
The firm primarily uses low-cost exchange-traded funds (ETFs) and individual equities for listed exposure, alongside municipal bonds and treasuries for fixed-income allocations. For qualified clients, it may incorporate alternative investments such as real estate investment trusts (REITs) or private real estate syndications, although these are a small fraction of overall portfolios.
What geographic region does Mission Financial Planning serve?
The firm is based in Knoxville, Tennessee, and serves clients primarily in the southeastern United States, including Tennessee, North Carolina, and Georgia. It does not market nationally and relies on local referrals, consistent with its practice of managing roughly 100 client households.
Does Mission Financial Planning have any institutional or fund-of-funds structure?
No — the firm operates solely as a direct advisory practice, constructing individual portfolios for each client and maintaining no pooled investment funds or institutional capital pools. Its revenue comes entirely from client AUM fees, not from fund management or carried interest.
How does Mission Financial Planning handle estate and tax planning?
Estate and tax planning are core components of the firm's service, integrated into every financial plan. Advisors work with client attorneys and accountants to structure trusts, gift strategies, and tax-efficient withdrawal sequences, though the firm does not itself draft legal documents.
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