Balanced Financial Planning, Inc.

Balanced Financial Planning, Inc. (CRD# 128161) is a financial advisory firm headquartered in Overland Park, KS. They manage $67,000,000 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Balanced Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Rosemary O. Danielson
CRD#: 1528557
6701 W. 64th Street, Suite 100, Overland Park, KS 66202
96
Wealthminder
score

Rosemary Danielson (CRD# 1528557) is an Investment Advisor Representative working at Balanced Financial Planning, Inc. in Overland Park, KS and has over 30 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.

2
Jo E. Fritz
CRD#: 4595772
6701 W. 64th Street, Suite 100, Overland Park, KS 66202
90
Wealthminder
score

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.

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