LP Profile

Balanced Financial Planning

Also known as balanced financial planning

Wealth ManagerOverland Park, United StatesFounded 2004
Overland Park
Headquarters
Investment Focus

About Balanced Financial Planning

Balanced Financial Planning is a wealth manager based in Overland Park, US. Founded in 2004.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Balanced Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$181.3M
Total Clients
80
Filing Date
February 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Balanced Financial Planning across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Balanced Financial Planning?

Balanced Financial Planning is a wealth manager based in Overland Park, United States.

Where is Balanced Financial Planning headquartered?

Balanced Financial Planning is headquartered in Overland Park, United States.

When was Balanced Financial Planning founded?

Balanced Financial Planning was founded in 2004.

How can I contact Balanced Financial Planning?

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