Balance Financial Planning, LLC

Balance Financial Planning, LLC (CRD# 170239) is a financial advisory firm headquartered in , . They manage $30,643,482 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.balancefp.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $1,021,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Balance Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cheryl Vesely, financial advisor Oakland CA
Cheryl Vesely
CRD#: 5625062
Oakland, CA
Cheryl Vesely (CRD# 5625062) is an Investment Advisor Representative working at Balance Financial Planning, LLC in Oakland, CA and has over 10 years of experience in the finance industry. Cheryl Vesely has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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