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BALANCED FINANCIAL PLANNING, INC.

CRD 128161 · SEC 801-121980

Visit website

6701 W. 64TH STREET, SUITE 223, OVERLAND PARK, KS, 66202-4091, United States

Phone

913-677-1090

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$181.3M

Discretionary AUM

$116.1M

Team

3 total employees; 1 advisory reps; 151 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals22$15.0M
High net worth individuals58$166.3M

States served

KS, NE, MO

All web addresses on file

Official SEC filing: View on IAPD