Vance Financial Planning

Overview

Vance Financial Planning is an independent, Missouri-based LLC that focuses on individual and family clients. The firm is owned by an individual principal and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee billing is primarily hourly or fixed-fee rather than AUM-based. The firm identifies itself as a capital allocator and maintains an industry affiliation with accounting professionals. It does not self-identify as an active ESG investor and appears to operate primarily within Missouri rather than across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices