BALANCED FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$181,332,636
Discretionary
$116,130,658
Non-discretionary
$65,201,978
Firm details
- CRD number
- 128161
- SEC file number
- 801-121980
- Main office
- OVERLAND PARK, KS, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.BFPLANNING.COM
- Fee structure
-
Hourly Fixed fees
As of November 2026.