Vance Financial Planning is an unsung flat-fee advisor
Vance Financial Planning has served our family well. Besides comprehensive financial planning, Jon Vance's flat fees are all very affordable — either on an hourly, project or total wealth management basis. He is excellent at tax management and he manages our portfolio at no extra-cost. He also is an EA through the IRS, so he can prep and file taxes (starting with this year's tax season) for an extra fee. We've found Jon to be highly trustworthy and expert in planning, taxes and investment management (with a philosophy favoring low-cost index investing and passive management). We highly recommend Vance Financial Planning. Jon also is very conscious about limiting his client base to make sure it's quite workable and everyone gets a lot of personal attention.