Balanced Plan Financial Investment Advisors, Inc.
Balanced Plan Financial Investment Advisors, Inc. (CRD# 310708) is a financial advisory firm headquartered in Tustin, CA. They manage $30,705,106 in 235 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management31MILLION
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Total Number of Accounts235ACCOUNTS
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Average Account Value$130,660
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TN, TX
Bryan Nelson (CRD# 5289007) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in Mt. Juliet, TN and has over 17 years of experience in the finance industry.
Benjamin Vondrak (CRD# 5679698) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in Mt. Juliet, TN and has over 8 years of experience in the finance industry.
James Sanford (CRD# 7507754) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in San Francisco, CA and has over 2 years of experience in the finance industry.