Jon Vance
Vance Financial Planning, LLC · Springfield, Missouri
Jon Vance is a fee-only financial advisor at Vance Financial Planning, LLC in Springfield, Missouri, who holds the CFP and EA credentials.
- $6,500
- Ongoing planning, per year, from
- $2,700
- One-time plan, from
- $225
- Hourly rate
- $23M
- Firm assets managed
What Jon focuses on
Who Jon works with
- Retirees
- Pre-retirees
How does Jon's firm compare?
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Ongoing planning starts at $6,500 a year, above the Missouri median of $4,770 for fee-only firms that publish prices.
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A one-time plan starts at $2,700, above the Missouri median of $2,000 for fee-only firms that publish prices.
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The hourly rate is $225, below the US median of $300 for fee-only firms that publish prices.
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Vance Financial Planning, LLC's average account is about $2.1 million, from its Form ADV (assets managed divided by 11 accounts).
Questions about Jon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $23.1M across 11 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, MO, TX · CRD 7397598 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | vancefp.com |
| Profile |
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Other fee-only advisors in Springfield
Other advisors in Missouri who focus on flat-fee planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Vance Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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