Balanced Plan Financial Investment Advisors, Inc.

Balanced Plan Financial Investment Advisors, Inc. (CRD# 165001) is a financial advisory firm headquartered in San Clemente, CA. They manage $9,000,000 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $321,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, LA

Financial Advisors at Balanced Plan Financial Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Anthony D. Lagasca
CRD#: 2424487
409 North Pacific Coast Highway #481, Redondo Beach, CA 90277
93
Wealthminder
score

Anthony Lagasca (CRD# 2424487) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in Redondo Beach, CA and has over 8 years of experience in the finance industry.

2
Benjamin E. Vondrak
CRD#: 5679698
616 South El Camino Real, Suite F, San Clemente, CA 92672
89
Wealthminder
score

Benjamin Vondrak (CRD# 5679698) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in San Clemente, CA and has over 2 years of experience in the finance industry.

3
Rodney A. Smith
CRD#: 6711530
10119 Autumn Oaks Lane, Shreveport, LA 71106
87
Wealthminder
score

Rodney Smith (CRD# 6711530) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in Shreveport, LA and has 1 year of experience in the finance industry.

4
Pamela Larson
CRD#: 2595527
616 South El Camino Real, Suite F, San Clemente, CA 92672
81
Wealthminder
score

Pamela Larson (CRD# 2595527) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in San Clemente, CA and has over 23 years of experience in the finance industry.

5
John E. Hutchinson
CRD#: 5467815
616 South El Camino Real, Suite F, San Clemente, CA 92672
76
Wealthminder
score

John Hutchinson (CRD# 5467815) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in San Clemente, CA and has over 10 years of experience in the finance industry.

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