Vance Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
Vance Financial Planning is a fee-only registered investment adviser that provides wealth management, financial planning, project-based plans, and limited hourly consulting for individuals and high-net-worth individuals. The firm offers ongoing investment management covering equities, fixed income, mutual funds, ETFs and cash equivalents and can manage accounts on a discretionary or non‑discretionary basis.
The firm’s approach centers on establishing a personalized investment policy and asset allocation for each client, drawing on principles of modern portfolio theory and a mix of passive and active strategies, with quarterly reviews of accounts and written financial plans for planning engagements. Project-based planning is delivered over an eight-week engagement with two client meetings and optional hourly consulting for limited-scope work.
Distinctively, the principal also operates an affiliated public accounting/tax preparation business and may refer clients between the two entities (the tax activity is disclosed and the firm states there is no referral compensation), with the principal devoting reported weekly hours to that practice. Vance Financial Planning uses a negotiated flat annual advisory fee (up to $9,000) and fixed project or hourly fees rather than a percentage-of-AUM fee, and the firm is a recently formed, single-advisor practice with roughly $1.15 million in discretionary assets under management as disclosed in the brochure.
Client services
Financial planning
Portfolio management
Fee options
Fixed fees for project-based financial planning ranging from $1,800 to $5,400; negotiable
Standard hourly rate $225 per hour; negotiable; billed by actual time with one-hour minimum
Fee-only: Flat annual fee of up to $9,000, paid quarterly in arrears; fees negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Vance Financial Planning
Springfield MO, United States
Number of offices
1
Forms ADV
Quick links
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