$38.0M Total AUM
$38.0M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-25-2014
- Office Locations
- 1
Office Locations
-- Oakland CA
About Balance Financial Planning, LLC
Balance Financial Planning, LLC is a fee-only, fiduciary RIA led by a CFP® practitioner, providing flexible, planning-first advice for individuals, families, and small businesses. Work spans retirement, college and goal planning, cash-flow and tax planning, plus investing support such as portfolio reviews, asset allocation, and ETF/index-fund and real estate exposure. No asset minimum; custodies at Schwab and Fidelity.
Team overview
54 AVG AGE
$38.0M AVG AUM / ADVISOR
$703.7K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHERYL LEE VESELY
Certified Financial Planner, PRINCIPAL
- CRD
- #5625062
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,998,918 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,998,918 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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