Balanced Financial Planning, Inc.

Balanced Financial Planning, Inc. (CRD# 128161) is a financial advisory firm headquartered in Overland Park, KS. They manage $155,941,115 in 84 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6701 W. 64th Street, Suite 223, Overland Park, KS 66202
http://www.bfplanning.com
By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $1,856,442
Compensation Options
  • 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.

KS, MO, NE, TX

Financial Advisors at Balanced Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Rosemary Danielson, financial advisor Overland Park KS
Rosemary O. Danielson
CRD#: 1528557
6701 W. 64th Street, Suite 223, Overland Park, KS 66202

Rosemary Danielson (CRD# 1528557) is an Investment Advisor Representative working at Balanced Financial Planning, Inc. in Overland Park, KS and has over 37 years of experience in the finance industry.

2
Jo Fritz, financial advisor Overland Park KS
Jo E. Fritz
CRD#: 4595772
6701 W. 64th Street, Suite 223, Overland Park, KS 66202

Jo Fritz (CRD# 4595772) is an Investment Advisor Representative working at Balanced Financial Planning, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

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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