Balance Financial Planning, LLC

Overview

Balance Financial Planning, LLC is a small independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm operates a boutique model with a client base that skews toward high-net-worth households: it combines percentage-of-AUM billing with hourly and fixed-fee planning work. Investment activity centers on publicly traded equities, executed primarily through exchange-traded instruments and separately managed equity strategies. The firm does not position itself as an ESG specialist, is not a pension consultant or multi-state adviser, and does not act as an institutional capital allocator. Balance Financial Planning emphasizes ongoing financial planning coupled with portfolio oversight rather than large-scale institutional solutions. That orientation shows up in the mix of fee arrangements and the heavy use of liquid, exchange-traded vehicles that support customization and tax management for individual clients.

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Location & Offices