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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-25-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 54 clients, or 54 clients per representative. That equates to $703.7K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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The full Balance Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHERYL LEE VESELY
Certified Financial Planner, PRINCIPAL
- CRD
- #5625062
- Ownership
- 75% or more
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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
SMA allocation detail is available
Balance Financial Planning, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.