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Mission Financial Planning
Mission Financial Planning, Inc. is a state-registered investment adviser in Mission, KS. It has 3 employees and 3 investment advisers. The firm is based in...
Overview
Mission Financial Planning, Inc. is a state-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.
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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