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Balanced Plan Financial Investment Advisors, Inc.

Balanced Plan Financial Investment Advisors, Inc.. CRD 310708

Balanced Plan Financial Investment Advisors, Inc. logo

CRD: 310708

Balanced Plan Financial Investment Advisors, Inc.

Hermitage, TN
7145045219
balancedplanfinancial.com
$48.8M Total AUM
$48.8M Disc. AUM
-- 3Y CAGR
3 Employees
150 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Voya Financial
Clients
Retail
Platforms
Peak ridge
Established Date
11-13-2020
Office Locations
2

Office Locations

-- Hermitage TN
-- SAN Fransico CA

About Balanced Plan Financial Investment Advisors, Inc.

Balanced Plan Financial is a boutique RIA built by entrepreneurs for entrepreneurs, aligning personal and business finances through strategy-led planning across cash flow, taxes, protection, key-person risk, and enterprise value/exit planning. It offers in-house wealth management and insurance brokerage to implement recommendations, with real-time stress-testing of key variables. Portfolios primarily use public funds and ETFs and custody at Charles Schwab.

Team overview

-- AVG AGE
$16.3M AVG AUM / ADVISOR
$325.6K AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Pioneer Ember unison

Client Personas

Momentum Element

Custodian

Optima Meridian Harbor timber Alpha prime Meridian ridge

Investment Themes

Foundation vertex Vertex unison

Investment Vehicles

Vertex delta

Services

Meridian eagle Harbor Pioneer Foundation ember Signal North Momentum atlas Delta vital Pioneer

Technology

Horizon

Owner & Executives

BRYAN J NELSON

BRYAN J NELSON

Chief Compliance Officer, Chief Executive Officer, President

CRD
#5289007
Ownership
75% or more
(750) 232-5799
catalyst.ridge@deltacapital.com
in linkedin.com/in/peak-glacier

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Contacts

J

James Matthew Sanford

--

CRD
#7507754
(663) 617-3807
prime.radial@alphacapital.com
in linkedin.com/in/vertex-prime
B

BENJAMIN E VONDRAK

Partner

CRD
#5679698
(709) 727-5617
vertex.matrix@fusioncapital.com
in linkedin.com/in/peak-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $48,843,238 --
Non-Discretionary $0 --
Total $48,843,238 --

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Separately Managed Accounts

Total SMA Asset: $48,843,238

$48.8M Total SMA
Public Funds:
15.3%
Equity - Exchange:
26.5%
Cash:
18.8%
Equity - OTC:
10.7%
U.S. Government/Agency:
28.7%
Asset class Assets Assets %
Public Funds $311,039,479 15.3%
Equity - Exchange $538,728,510 26.5%
Cash $382,192,301 18.8%
Equity - OTC $217,524,342 10.7%
U.S. Government/Agency $583,453,140 28.7%
Total $2,032,937,772 100.0%

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