Balanced Financial Planning, Inc.
Balanced Financial Planning, Inc. (CRD# 128161) is a financial advisory firm headquartered in Overland Park, KS. They manage $73,000,000 in 69 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management73MILLION
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Total Number of Accounts69ACCOUNTS
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Average Account Value$1,057,971
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

KS, MO
Rosemary Danielson (CRD# 1528557) is an Investment Advisor Representative working at Balanced Financial Planning, Inc. in Overland Park, KS and has over 31 years of experience in the finance industry. Rosemary Danielson 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 put clients' interests first and comply with the Financial Planning Practice Standards.
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. Jo Fritz 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 put clients' interests first and comply with the Financial Planning Practice Standards.