Jonathan Vance is a CFP-designated registered investment advisor at Vance Financial Planning, based in Springfield, MO, with 3 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Vance Financial Planning offers wealth management services for a flat annual fee up to $9,000, paid quarterly. The final fee is negotiable and outlined in the advisory contract. Financial planning is included at no additional fee with wealth management services.
Location
Springfield, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Vance Financial Planning
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
Mercer Global Advisors INC.
Heim, Young & Associates, INC.Broker
State Registrations1 state
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