# Vance Financial Planning

> Vance Financial Planning is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 339416
- Filed as: VANCE FINANCIAL PLANNING
- Legal name: Vance Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Missouri
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339416
- AdvisorCensus page: https://advisorcensus.com/firm/vance-financial-planning-339416

## Quick answers

**How is Vance Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Vance Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Vance Financial Planning registered with the SEC or a state?**
Vance Financial Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339416.

**How much does Vance Financial Planning manage?**
Vance Financial Planning reports $23,144,240 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Vance Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (2).

**Does Vance Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339416

**What changed in Vance Financial Planning's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $23,144,240.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,144,240
- Discretionary: $23,144,240
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,120,562 |
| High net worth individuals | 9 | $22,023,678 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vancefp.com
- LinkedIn @110548184
- LinkedIn @jonathan-vance-cfp®-ea-595050173

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $23,144,240.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vance Financial Planning (CRD 339416): Form ADV filing data as of October 2026.