Balanced Life Planning
Firm details
- Headquarters
- ,
- CRD number
- 331877
- Website
- bl-planning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96%
- Individuals4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Balanced Life Planning is an independent RIA organized as a limited liability company and owned by an individual. The firm advises individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It describes itself as a capital allocator and charges fees on a percentage-of-AUM basis while also using hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities27%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Timothy Witham
FounderCRD 5896121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations