BALANCED FINANCIAL PLANNING, INC.

Overview

Balanced Financial Planning, Inc. is an independent registered investment advisor focused on individualized financial planning and portfolio management for private clients and small businesses. The firm operates on an hourly and fixed-fee basis rather than traditional asset-based fees, which signals an advisory model oriented toward planning and consultative engagement as much as discretionary portfolio oversight. Its client base is narrow and relationship-driven, centered on individuals and families rather than institutional mandates. Investment activity is conservative in structure: allocations favor pooled public vehicles rather than direct security selection or in-house proprietary strategies. The firm is not registered as a multi-state adviser or pension consultant, and its disclosures do not indicate a formal ESG tilt. Balanced Financial Planning, Inc. appears to position itself as a hands-on planner that also manages investment portfolios for clients who prefer fee-based planning combined with discretionary or non-discretionary portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices