Balanced Financial Planning, Inc.
● SEC registered since 2021CRD 128161SEC# 801-121980Overland Park, KS
Reg. AUM
$181.3M
Employees
3
Accounts
80
Location
Overland Park, KS
Balanced Financial Planning, Inc. assets under management
Balanced Financial Planning, Inc. is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2021. It reports $181.3 million in regulatory assets under management and employs 3 people.
Balanced Financial Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jo Ellen Fritz Control | President And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Balanced Financial Planning, Inc. manage?
Balanced Financial Planning, Inc. reports $181.3 million in regulatory assets under management on its Form ADV.
How many employees does Balanced Financial Planning, Inc. have?
Balanced Financial Planning, Inc. reports 3 employees.
Where is Balanced Financial Planning, Inc. located?
Balanced Financial Planning, Inc. is based in Overland Park, KS and has been SEC-registered since 2021.
Does Balanced Financial Planning, Inc. disclose fund performance?
Balanced Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6701 W. 64th Street, Suite 223, Overland Park, KS 66202-4091 |
| Phone | 913-677-1090 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.3MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$181.3Mregulatory AUM
Discretionary $116.1MNon-discretionary $65.2M