Balanced Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$181,332,636
Clients
80
73% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
80
HighAverage account size
$2,266,658
About
Balanced Financial Planning serves individual and high‑net‑worth clients, as well as their trusts and estates, by providing financial planning and investment advice. Clients can engage for a one‑time project, hourly consultations, or ongoing retainer services, and the firm also provides assistance with estate account distributions after a client’s death.
The firm’s recommendations emphasize individualized asset allocation and use fundamental allocation philosophies informed by publicly available research and modeling; portfolios may be managed on either a discretionary or non‑discretionary basis depending on the client engagement. For ongoing retainer clients, the adviser leverages an institutional custodian relationship to support trade execution and consolidated reporting.
A distinguishing feature is that the firm does not charge fees based on a percentage of assets under management, instead relying on hourly, flat‑fee, or retainer engagements. As a small, owner‑led adviser whose principal holds CFP® and RICP® credentials, oversight and portfolio reviews are centralized with the principal, and the firm documents client‑imposed investment restrictions and offers formal estate distribution services that are less common among peers.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Fee options
Initial Engagement charged as a flat fee based on estimated time at $270 per hour; deposit of half the flat fee required upfront.
$270 per hour for professional services, including Initial Engagement, Hourly Services, Retainer Services (billed quarterly) and Estate Distribution Engagement.
Minimum fee: Typical minimum fee of fourteen (14) hours annually at $270 per hour, equating to approximately $3,780 annually for Retainer Services; minimum fee may be modified at firm's discretion. Fee-only: Hourly rate of $270 per hour for financial planning and advisory services; flat fees quoted based on estimated time for Initial Engagement.
Main office location
Balanced Financial Planning, Inc.
6701 W. 64 Th Street, Suite 223
Overland Park KS 66202-4091, United States
Number of offices
1
Most active in
Balanced Financial Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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