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Balanced Financial Planning, Inc.

● SEC registered since 2021CRD 128161SEC# 801-121980Overland Park, KS
Export (members)
Reg. AUM
$180.9M
Employees
4
Accounts
84
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 $180.9 million in regulatory assets under management and employs 4 people.
www.bfplanning.comView on SEC.gov ↗

Balanced Financial Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jo Ellen Fritz ControlPresident And Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Balanced Financial Planning, Inc. manage?

Balanced Financial Planning, Inc. reports $180.9 million in regulatory assets under management on its Form ADV.

How many employees does Balanced Financial Planning, Inc. have?

Balanced Financial Planning, Inc. reports 4 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

Address6701 W. 64th Street, Suite 223, Overland Park, KS 66202-4091
Phone913-677-1090
Office hoursBy Appointment Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$103.8M
Non-discretionary$77.1M
Total (RAUM)$180.9M