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Vance Financial Planning
Vance Financial Planning is a fee-only, fiduciary financial advisor firm in Springfield, Missouri working with clients in the Ozarks and nationwide.
Overview
Vance Financial Planning is a fee-only, fiduciary financial advisor firm in Springfield, Missouri working with clients in the Ozarks and nationwide. It provides comprehensive financial planning, investment advisory, and wealth management services with an emphasis on long-term tax management. The firm specializes in serving individuals and couples who are nearing or already in retirement, using transparent flat-fee pricing.
General information
Firm type
RIA
Location
City
Springfield
Principals
Jonathan Vance
CFP®, EA — founder and financial planner
Jonathan Vance
CFP®, EA — Financial Planner
Sector focus
Frequently asked questions
Does Vance Financial Planning participate in fund commitments or only direct deals?
The firm does not participate in fund commitments. It focuses on direct management of client portfolios through a fiduciary planning model, as per standard RIA practice.
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