Balanced Plan Financial Investment Advisors, Inc.

Balanced Plan Financial Investment Advisors, Inc. (CRD# 310708) is a financial advisory firm headquartered in Tustin, CA. They manage $30,705,106 in 235 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 58, Tustin, CA 92781
https://www.linkedin.com/in/bryanjnelson
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $130,660
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at Balanced Plan Financial Investment Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bryan Nelson, financial advisor Mt. Juliet TN
Bryan J. Nelson
CRD#: 5289007
Mt. Juliet, TN

Bryan Nelson (CRD# 5289007) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in Mt. Juliet, TN and has over 17 years of experience in the finance industry.

2
Benjamin Vondrak, financial advisor Mt. Juliet TN
Benjamin E. Vondrak
CRD#: 5679698
Mt. Juliet, TN

Benjamin Vondrak (CRD# 5679698) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in Mt. Juliet, TN and has over 8 years of experience in the finance industry.

3
James Sanford, financial advisor San Francisco CA
James M. Sanford
CRD#: 7507754
San Francisco, CA

James Sanford (CRD# 7507754) is an Investment Advisor Representative working at Balanced Plan Financial Investment Advisors, Inc. in San Francisco, CA and has over 2 years 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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