# Patrick Vance

> Patrick Vance is a fee-only financial advisor at Ark Advisors in Bloomington, Illinois. Patrick focuses on retirement planning, estate & legacy planning and small business owners. Ark Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-vance/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ark Advisors
- **Based in:** Bloomington, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $195.6M across 1,059 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Founders
- **CRD:** 5427426 (https://adviserinfo.sec.gov/individual/summary/5427426)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.arkadvisorsllc.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Ark Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick's firm, Ark Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Patrick Vance based?

Patrick Vance is based in Bloomington, Illinois.

### What does Patrick specialize in?

Patrick's specialties include retirement planning, estate & legacy planning and small business owners. Patrick works with retirees and founders.

### Is Patrick Vance registered with the SEC?

Yes. Patrick Vance is registered as an investment adviser representative in IL and TX (CRD 5427426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ark Advisors manage?

Ark Advisors reports $195.6M across 1,059 accounts in assets under management.

### How do I contact Patrick Vance?

Through Patrick's website, www.arkadvisorsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5427426): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://arkadvisorsllc.com/): specialties, clients served, and fees, checked October 30, 2026

---

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