Good Balance FP LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,893,378
Clients
23
65% high-net worth
Advisors
1
of 1 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
23
TypicalAverage account size
$1,473,625
About
Good Balance FP LLC provides investment management and financial planning to individuals, trusts, charitable organizations, businesses and qualified retirement plans. Services described in the brochure include discretionary portfolio management, written financial plans, advisory oversight of annuity sub‑accounts, and participant‑directed employee retirement plan services.
The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory, typically implementing diversified, passive mutual fund and ETF portfolios and relying heavily on funds offered by Dimensional Fund Advisors. Good Balance FP uses Monte Carlo analysis and model portfolios supplied by a third‑party sub‑adviser (FPAS), may retain an external fixed‑income manager for managed bond portfolios, and will employ interval funds or retain individual securities only in limited, suitability‑driven situations where tax or other client considerations warrant it.
Distinctive features for a solo independent adviser include managing roughly $34 million for about two dozen clients while outsourcing significant operational and sub‑advisory functions to FPAS and using a third‑party cash aggregation service (Flourish Cash via Stone Ridge). The firm also discloses practices that differ from many peers, such as not voting client proxies, avoiding commission‑based product sales, and structuring engagement entry around a minimum annual advisory fee rather than an account‑size threshold.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Fee options
Financial planning fixed fees typically range from $5,000 to $12,000 annually.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.40%
Financial planning hourly rate at $350 per hour.
Minimum fee: Minimum annual fees start at $5,000 for individuals and $7,000 for couples, not to exceed $10,000 and $12,000, respectively. Fee-only: Financial planning fixed fees typically range from $5,000 to $12,000 annually; hourly rate at $350 per hour.
Main office location
Good Balance FP LLC
500 S Sepulveda Boulevard, Suite 400
Los Angeles CA 90049, United States
Number of offices
1
Most active in
Good Balance FP LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
-
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.
Forms ADV
Quick links
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