Be advised. This firm is no longer registered.

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 $20,400,000 in 245 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
616 South El Camino Real, Suite F, San Clemente, CA 92672
https://balancedplanfinancial.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $83,265
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Balanced Plan Financial Investment Advisors, Inc.
No Advisor Found.

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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