Balanced Financial Planning, Inc.
Balanced Financial Planning, Inc. is an SEC-registered ria in Overland Park, KS with $181.3M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Balanced Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128161, SEC 801-121980, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $181.3M (2026-02-17)
- Firm type
- Ria
- Location
- Overland Park, KS
- Employees
- 3
- Clients
- 80
- CRD
- 128161
- Ownership
- DANIELSON, ROSEMARY, OTHELIA; FRITZ, JO, ELLEN; BALANCED FINANCIAL PLANNING, INC
How much AUM does Balanced Financial Planning, Inc. have?
Balanced Financial Planning, Inc. reported $181.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Balanced Financial Planning, Inc.?
Disclosed owners and executives of Balanced Financial Planning, Inc. include DANIELSON, ROSEMARY, OTHELIA, FRITZ, JO, ELLEN, BALANCED FINANCIAL PLANNING, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.