John Vance is a CFP-designated registered investment advisor at Vance Wealth, based in Santa Clarita, CA, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 428 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.5M | 0.90% |
| $3.5M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees may be negotiable at the sole discretion of the advisor. Certain legacy clients may be subject to different fee schedules not to exceed 2.00% annually.
Fee Estimator
Location
26491 Summit Circle, Santa Clarita, CA, 91350
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business Activities
John is a Director for the Santa Clarita Valley Chamber of Commerce since 2019, dedicating a few hours per week, with minimal time during trading hours. He is a member of the Board and Finance committee.
Employment History
Current Registrations
Vance Wealth
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Grattan Financial Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Niall Shaffery, CFPVance Wealth
- Bronson Feuer, CFPVance Wealth
- Jerrod Ferguson, CFPVance Wealth
- Carrisa Flores, CFPVance Wealth
- Tyler Tilton, CFPVance Wealth
- Thomas Schulte, CFPNapier Financial