Patrick Vance
Ark Advisors · Bloomington, Illinois
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.
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Ark Advisors |
|---|---|
| Based in | Bloomington, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $195.6M across 1,059 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 5427426 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.arkadvisorsllc.com |
How Patrick's firm compares
- Ark Advisors's average account is about $185,000, from its Form ADV (assets managed divided by 1,059 accounts).
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Questions about Patrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Ark Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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