Balanced Life Planning
Firm details
- Headquarters
- ,
- CRD number
- 331877
- 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 registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model is flexible, combining percentage-of-assets under management, hourly billing, and fixed fees. The firm identifies itself as a capital allocator but does not position itself as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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