Advisor at Auxan Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Auxan Capital Advisors, LLC
Location
Springfield, MO 65807
Credentials
Series 65
Industry experience
< 1 year
Jace Henry is a financial advisor at Auxan Capital Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Auxan Capital Advisors, he held various roles including positions in construction and education. Auxan Capital Advisors is a mid-sized advisory team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm employs a blend of statistical modeling, fundamental and technical analysis, and cyclical analysis to manage portfolios using both active and passive strategies.
Based on Auxan Capital Advisors, LLC
Based on Auxan Capital Advisors, LLC
$0 - $50,000: 0.75% $50,001 - $100,000: 0.55% $100,001 - $500,000: 0.50% $500,001 - $1,000,000: 0.45% $1,000,001 - $2,000,000: 0.35% $2,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.15% $10,000,001+: 0.05%
Account minimum: $20,000
2215 W Chesterfield Blvd, Suite 10
Springfield, MO 65807
Missouri
Auxan Capital Advisors
2025 - Present (1 year)
College Works Painting
2025 - Present (1 year)
Menards
2024 - 2025 (1 year)
Pension Consultants Inc
2024 - 2024 (1 year)
Kenmar Construction
2023 - 2024 (1 year)
Big Whiskeys
2022 - 2023 (1 year)
Republic High School
2020 - 2024 (4 years)
Republic Middle School
2017 - 2020 (3 years)
McCulloch Elementary School
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Springfield, MO
Dittrich Financial Group LLC
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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