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Home > Retirement Planners > kansas > overland park > BALANCED FINANCIAL PLANNING, INC.
BALANCED FINANCIAL PLANNING, INC.
6701 W. 64th Street
Suite 223
Overland Park, Kansas 66202-4091
Tel: 913-677-1090
About BALANCED FINANCIAL PLANNING, INC.
BALANCED FINANCIAL PLANNING, INC, formally registered with the SEC as BALANCED FINANCIAL PLANNING, INC. The firm was established in 07/30/2021. They have over 1 offices throughout the country.
BALANCED FINANCIAL PLANNING, INC. is a Overland Park, Kansas based Financial Planning firm with nearly $180,861,439 assets under management, offering retirement planning & investment advisory services to 84 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128161 |
| SEC# | 801-121980 |
| Assets Managed by Firm | $180,861,439 |
| No. of Clients | 84 |
| No. of Advisors | 4 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 84 | $180,861,439 |
| Individuals (other than high net worth individuals) | 25 | $16,192,500 |
| High net worth individuals | 59 | $164,668,939 |
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