# Jon Vance

> Jon Vance is a fee-only financial advisor at Vance Financial Planning, LLC in Springfield, Missouri, who holds the CFP and EA credentials. Jon charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,500 a year and one-time plans from $2,700) and focuses on flat-fee planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jon-vance/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Vance Financial Planning, LLC
- **Based in:** Springfield, Missouri
- **Fee model:** Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $6,500 a year; one-time plans from $2,700; $225 an hour
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $23.1M across 11 accounts
- **Credentials:** CFP, EA
- **Specialties:** Flat-fee planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7397598 (https://adviserinfo.sec.gov/individual/summary/7397598)
- **SEC registration:** Investment adviser representative in CA, MO, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://vancefp.com

## Frequently asked questions

### Is Jon Vance a fee-only financial advisor?

Yes. Jon Vance is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jon's firm.

### How does Jon Vance charge for financial advice?

Jon Vance charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Jon Vance charge?

According to Vance Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $6,500 a year; one-time plans from $2,700; $225 an hour.

### Does Jon Vance work with clients virtually?

Yes. Vance Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Jon Vance based?

Jon Vance is based in Springfield, Missouri.

### What does Jon Vance specialize in?

Jon Vance's specialties include flat-fee planning, tax planning and estate & legacy planning. Jon works with retirees and pre-retirees.

### What credentials does Jon Vance hold?

Jon Vance holds the CFP and EA credentials.

### Is Jon Vance registered with the SEC?

Yes. Jon Vance is registered as an investment adviser representative in CA, MO and TX (CRD 7397598), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Vance Financial Planning, LLC manage?

Vance Financial Planning, LLC reports $23.1M across 11 accounts in assets under management.

### How do I contact Jon Vance?

Through Jon Vance's website, vancefp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jon-vance-86051): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.vancefp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.