# Vance Financial Planning

Vance Financial Planning is a RIA based in Springfield.

## Overview

- **Organization type:** RIA
- **Headquarters:** Springfield
- **Assets under management:** Undisclosed
- **Website:** https://vancefp.com
- **LinkedIn:** https://www.linkedin.com/company/jonathan-vance-cfp%c2%ae-ea-595050173

## Regulatory record

- **CRD number:** 339416
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339416

## About

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.

## Sectors

- Financial Services
- Wealth Management

## People

- Jonathan Vance — CFP®, EA — founder and financial planner
- Jonathan Vance — CFP®, EA — Financial Planner

## Questions

### Who runs investment decisions at Vance Financial Planning?

No named principals are publicly listed for Vance Financial Planning. As a registered investment advisor, investment decisions are made by a team of advisors or a lead planner, but specific names are not available in public records.

### 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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- [Jessica Champion](https://altss.com/profile/champion-jessica)
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Last updated: 2026-08-11T15:08:22.057Z

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