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| Keyboard |
| Balanced Financial Planning Inc
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|---|---|
| CRD # | 128161 |
| SEC # | 801-121980 |
| CIK # | |
| AUM | 181.3 M (2026-02-17) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 913-677-1090 |
| Address | 6701 W 64th Street Overland Park, KS 66202-4091 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 15.0 |
| (b) Individuals (high net worth individuals) | 58 | 166.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 181.3 |
| By Discretionary | ||
| Discretionary | 49 | 116.1 |
| Non-Discretionary | 31 | 65.2 |
| Total | 80 | 181.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.3 | |
| Total | 80 | 181.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 151 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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181.7 M | |
|
RBP Investment Advisors Inc
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181.5 M | |
|
New Dimensions Wealth Management LLC
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|
Spahn Wealth & Retirement LLC
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|
Enduring Wealth Management LLC
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|
Rutherford Asset Planning Inc
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|
Private Client Asset Management Inc
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NY | 181.2 M |
|
Wax Asset Management LLC
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|
181.2 M | |
|
Chronos Capital Advisors LLC
✚
|
FL | 181.1 M |
|
Carry Advisors LLC
✚
|
NY | 180.9 M |