Vance Financial Planning provides investment management and financial planning services. Investment management includes ongoing advice based on individual client needs. Financial planning covers areas like retirement, insurance, and estate planning. Clients can also receive project-based financial planning for specific needs or hourly consulting for limited-scope questions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Planning is included in investment management
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.
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