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Beyond Balanced Financial Planning, LLC

Beyond Balanced Financial Planning, LLC. CRD 290690

Beyond Balanced Financial Planning, LLC logo

CRD: 290690

Beyond Balanced Financial Planning, LLC

Midland, TX, 79701
4322198050
beyondbalancedfinancial.com
$27.3M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
ADP · Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
VectorAlpha vital +more
Established Date
12-07-2017
Office Locations
1

Office Locations

223 W Wall Street, Suite 215 Midland TX

About Beyond Balanced Financial Planning, LLC

Beyond Balanced Financial Planning is an independent, fee-only fiduciary CFP practice founded by Crystal Rau, serving families and small business owners with ongoing, values-based financial planning and investment management. Portfolios use academically grounded, evidence-based strategies tailored to goals and risk tolerance. The firm offers a subscription-style monthly planning model and modern, largely paperless client experience with online dashboard; custody supported via platforms such as Schwab/Altruist.

Team overview

-- AVG AGE
$27.3M AVG AUM / ADVISOR
$395.9K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Frontier Value Delta Fusion zenith

Client Personas

Atlas Alpha

Custodian

Foundation Alpha quantum Pathway Momentum Focus optima

Fund Managers

Legacy

Investment Themes

Fusion bridge Catalyst Alpha foundation Vertex frontier Matrix

Investment Vehicles

Focus North signal

Services

Optima Timber radial Matrix Unison Timber optima Horizon ember Frontier Glacier ridge Fusion Horizon

Technology

Insight Summit signal Harbor legacy Prime

Owner & Executives

CRYSTAL LYNN RAU

CRYSTAL LYNN RAU

Advisor

CRD
#5209916
Ownership
75% or more
(523) 210-4906
harbor.beacon@bridgecapital.com
in linkedin.com/in/frontier-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $20,974,243 --
Non-Discretionary $6,345,599 --
Total $27,319,842 --

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Separately Managed Accounts

Total SMA Asset: $27,319,842

$27.3M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $3,181,078,137 100.0%
Total $3,181,078,137 100.0%

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