A complete list of active advisors currently associated with Vance Financial Planning

Warmer can help you find a great advisor at Vance Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vance Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.