Vance Wealth fees and pricing
Financial planner in Santa Clarita, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 7, 2026, Vance Wealth charges a flat or project fee of $6,000-$60,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,000-$60,000
“Business Consulting Services Vance offers business consulting services for a fixed fee ranging $6,000 to $60,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vance Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance, either quarterly or monthly, pursuant to the terms of the investment advisory agreement (herein “Billing Period").”
- “Financial planning is either billed on an hourly or fixed fee basis.”
- “Hourly engagements are billed at a rate of up to $700 per hour.”
How Vance Wealth’s fees compare
- Its flat or project fee of $6,000-$60,000 is above the California median of $5,000. 96% of the 796 other California planners that publish a flat or project fee charge less.
About Vance Wealth
- Firm size: 22 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2020 (6 years).
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
- 1.5% a year
- Clients
- 380
- Employees
- 22
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $893,563,375
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310162
- Phone
- (888) 775-0950
Can advise clients in 10 states: Arizona, California, Colorado, Florida, Idaho, Nebraska, Nevada, Oregon, Texas, Washington
Other planners in Santa Clarita that publish fees
- Hartman Financial PlanningSanta Clarita$165-$275/hr
- Larson, Orlan BlaineSanta Clarita$1-$20,000/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.