B
Balanced Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,600,000
Clients
43
26% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$455,814
About
Balanced Wealth Partners provides discretionary asset management and financial planning services to individuals and businesses, managing approximately $19.6 million for about 43 client relationships and operating with a single advisory professional. The firm typically works with households that meet its $250,000 account minimum and delivers ongoing portfolio management alongside comprehensive planning services covering retirement income, tax coordination, estate alignment, and insurance gap analysis.
The firm’s investment approach emphasizes diversified portfolios built on the tenets of modern portfolio theory and employs fundamental and technical analysis, Monte Carlo planning, downside stress testing, and disciplined rebalancing. Balanced Wealth Partners implements portfolios primarily through mutual funds, ETFs, stocks, and bonds with discretionary trading authority and periodic account reviews to monitor risk tolerance, allocation, and tax-loss harvesting opportunities.
Compared with many peers, the firm maintains formal affiliations with an insurance agency and a tax practice, and its advisory personnel are licensed to sell insurance products and receive commission-based compensation for those sales—conflicts that are disclosed and managed in the brochure. The firm also notes direct-fee deductions from client custodial accounts (constructive custody), does not vote client proxies, and was recently established and registered, reflecting a small, closely held practice structure with documented procedures to address affiliated-business conflicts.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Social Security optimization
Roth conversion strategy
Retirement withdrawal strategies
General tax planning
Fee options
Financial planning fees between $3,000 and $10,000 based on complexity and client needs.
$0 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: capped at $30,000 $0 - $3,000,000: 0.75% annually (for clients also receiving financial planning) $3,000,001 - $6,000,000: 0.65% annually capped at $30,000 (for clients also receiving financial planning)
Insurance products sold by representatives receive typical commissions separately from advisory fees.
Account minimum: $250,000
Main office location
Balanced Wealth Partners LLC
3711 John F Kennedy Parkway, Suite 230
Fort Collins CO 80525, United States
Number of offices
1
Most active in
Balanced Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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 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.
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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.
Forms ADV
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