Overview
Assets Under Management: $181 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 59
Average Client Assets: $3 million
Frequently Asked Questions
BALANCED FINANCIAL PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128161), BALANCED FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
BALANCED FINANCIAL PLANNING, INC. is headquartered in OVERLAND PARK, KS.
BALANCED FINANCIAL PLANNING, INC. serves 59 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, BALANCED FINANCIAL PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BALANCED FINANCIAL PLANNING, INC. manages $181 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, BALANCED FINANCIAL PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 84
Discretionary Accounts: 46
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 128161
Last Filing Date: 2025-02-05 00:00:00
Website: https://bfplanning.com