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Services Offered

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Ongoing
Financial Planning

$325-375/mo
+
1% on any assets managed

*$650 up-front fee*



The fee is increasing to $400/mo starting 10/1/26.
Lock in current prices by applying now!

Most Popular

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K-12 Planning LLC (“K-12 Planning”),  is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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