Vance Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vance Financial Planning is a fee-only registered investment adviser that provides wealth management, portfolio management, and financial planning to individuals and high‑net‑worth clients, and also offers project‑based and hourly consulting engagements. The firm manages roughly $23.1 million in client assets across a very small client base, delivering ongoing investment oversight and written financial plans where requested.
The investment process centers on establishing a personalized investment policy and asset allocation informed by modern portfolio theory, combining passive and active funds, individual securities, and, when appropriate, third‑party Outside Managers for portions of portfolios. Clients may receive discretionary or non‑discretionary management, periodic (quarterly) account reviews, and project‑based planning delivered over a defined engagement period with supporting follow‑up during that term.
Noteworthy distinctions include an operational affiliation with an owner‑operated public accounting and tax‑preparation practice, with disclosed cross‑referrals between the advisory and tax businesses while clients remain free to decline those services. The firm also departs from the common percentage‑of‑AUM billing model used by most peers, instead using flat annual wealth‑management agreements alongside project‑based and hourly planning options, a fee approach that is uncommon among independent advisers.
Client services
Expertise
Fee options
Project-based financial planning fixed fees range from $1,800 to $5,400.
Standard hourly rate is $225 per hour, billed in 15-minute increments, one-hour minimum.
Minimum fee: Flat annual fee up to $9,000, paid quarterly in arrears. Fee-only: Firm is fee-only; compensation solely from client fees, no commissions.
Main office
Springfield MO
Advisors at this office
1
Most active in
California · Missouri · Texas
Also doing business as
Vance Financial Planning · Vance Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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