Vance Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Our standard hourly rate is $225 per hour.”

Flat or project fee

$1,800⁠-⁠$5,400

“Fixed fee rates range from $1,800 to $5,400.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Vance Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Our advisory fee is negotiable and consists of a flat annual fee of up to $9,000.”
• “The fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the previous billing period.”

How Vance Financial Planning’s fees compare

• Its hourly rate of $225 is below the Missouri median of $250. 36% of the 88 other Missouri planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Springfield that publish an hourly rate charge less.
• Its flat or project fee of $1,800-$5,400 spans the Missouri median of $3,550. 51% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Springfield that publish a flat or project fee charge less.

About Vance Financial Planning

• Principal: Jonathan Vance
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$23,144,240

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339416

Website

vancefp.com (opens in new tab)

Phone

(417) 319-6880

Can advise clients in 2 states: California, Missouri

Other planners in Springfield that publish fees

• Capital360financialSpringfield$250/hr, $1,500⁠-⁠$7,000
• Dittrich Financial Group LLCSpringfield$150/hr
• JKD FinancialSpringfield$1,250
• Latour Asset Management LLCSpringfield$200⁠-⁠$2,000
• Mackay Financial Planning, LLCSpringfield$250/hr
• Prosperity Financial GroupSpringfield$1,000⁠-⁠$5,000

Compare all 13 planners in Springfield