Advisor at Capital360Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital360Financial
Location
Springfield, MO 65807
Credentials
Series 66
Industry experience
9 years
Shuyang Balazi is a financial advisor at Capital360Financial in Springfield, MO, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of finance, he is a part owner and occasional office manager of Springfield Tint Company LLC, a family-owned window tinting business. Capital360Financial is an independent firm serving individual investors and a small number of institutional clients with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical allocation approach with discretionary, custom portfolio management across a broad range of securities.
Based on Capital360Financial
Based on Capital360Financial
Fixed financial planning fees ranging from $1,500 to $7,000, billed in advance.
$50,000 - $99,999: 2.50% $100,000 - $249,999: 2.00% $250,000 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1 million - $1,999,999: 1.15% $2 million - $4,999,999: 0.90% $5 million - $9,999,999: 0.65% $10 million - $19,999,999: 0.50% $20 million - $29,999,999: 0.45% $30 million - $39,999,999: 0.40% $40 million - $49,999,999: 0.35% $50 million+: 0.30%
$250 per hour
Account minimum: $50,000 Minimum fee: Minimum annual fee of $3,375 for full service offering. Fee-only: Hourly fee of $250 per hour; Fixed fees for financial planning ranging from $1,500 to $7,000; Monthly fees ranging from $189 to $1,500 per month.
1860 W. Arbor Street, Suite 112
Springfield, MO 65807
Missouri
Springtield Tint Company LLC
2018 - Present (8 years)
Capital 360 Financial, LLC
2018 - Present (8 years)
Maternity Leave
2017 - 2017 (1 year)
Bank Of America, N.a.
2015 - 2017 (2 years)
Merrill
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Springfield, MO
Dittrich Financial Group LLC
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
Series 65
Ozark, MO
80/20 Financial Services
Series 63, Series 65
Springfield, MO
Greystone Investment Advisors, Inc.
CFP®, Series 66
Springfield, MO
Sharp Wealth Management
Series 63, Series 66
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Starkel Wealth Advisors, LLC
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