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, 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.

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.

Name	Location	Years of experience
Jon Vance	Springfield, MO	4

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