CRD: 128161
Balanced Financial Planning, Inc.
$181.3M Total AUM
$116.1M Disc. AUM
11.6% 3Y CAGR
3 Employees
231 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-18-2003
- Office Locations
- 1
Office Locations
6701 W. 64th Street Suite 223 Overland Park KS
About Balanced Financial Planning, Inc.
Balanced Financial Planning is a fee-only, fiduciary RIA providing financial planning and investment advice for women and families. The firm builds goal-based plans covering cash-flow optimization, tax planning, and risk management, with ongoing support available via hourly or retainer relationships. Portfolios incorporate equities and fixed income with a focus on costs and fit; custody includes Fidelity/NFS.
Team overview
54 AVG AGE
$181.3M AVG AUM / ADVISOR
$785.0K AVG AUM / CLIENT
22.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JO ELLEN FRITZ
Chief Compliance Officer, President, Vice President
- CRD
- #4595772
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,130,658 | $2,370,013 |
| Non-Discretionary | $65,201,978 | $2,103,290 |
| Total | $181,332,636 | $2,266,658 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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