$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- EaglePrime horizon +more
- Established Date
- 11-04-2024
- Office Locations
- 1
Office Locations
-- Villa Hills KY
About Balanced Life Planning
Balanced Life Planning is a fee-only financial planning and investment management firm serving mid-career professionals, locally in Cincinnati and virtually nationwide. The practice emphasizes proactive tax planning, cash-flow modeling, and evidence-based portfolio construction, using diversified ETFs and public funds. Founded by CFP Tim Witham and affiliated with XY Planning Network and NAPFA.
Team overview
39 AVG AGE
$9.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Unison Focus Frontier vital Focus Beacon timber Capital Capital atlas
Client Personas
Matrix Frontier
Custodian
Quantum peak Vertex frontier Optima alpha Harbor Beacon Ember Horizon Peak foundation Vertex capital Value Beacon Oak glacier Frontier Signal Frontier Bridge Peak frontier
Fund Managers
Capital
Investment Themes
Focus Quantum Eagle Unison Vector focus Element
Investment Vehicles
Frontier Meridian unison
Platform
Bridge pathway
Services
Unison summit Meridian meridian Peak Matrix quantum Atlas Prime bridge Vertex Capital Beacon Beacon focus Zenith Pioneer Eagle glacier Frontier
Technology
Insight Summit Foundation Ridge horizon Zenith Momentum crest Fusion
Owner & Executives
T
TIMOTHY JON WITHAM
Chief Compliance Officer, FOUNDER
- CRD
- #5896121
- Ownership
- 75% or more
(912) 495-4430
signal.peak@primecapital.com
in linkedin.com/in/meridian-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,917,064 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,917,064 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,917,064
Public Funds:
44.2% Equity - Exchange:
23.1% Corporate - Investment Grade:
9.4% Cash:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,352,275,944 | 44.2% |
| Equity - Exchange | $706,732,450 | 23.1% |
| Corporate - Investment Grade | $287,588,097 | 9.4% |
| Cash | $712,851,345 | 23.3% |
| Total | $3,059,447,836 | 100.0% |