OVERLAND PARK, KSCRD 128161Latest ADV February 17, 2026
Balanced Financial Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 17, 2026, reports $181M in regulatory assets under management, 3 employees, and 80 accounts.
Assets Under Management
$181M
Employees
3
Offices
--
Total Clients
80
Primary office
OVERLAND PARK, KS
6701 W. 64TH STREET, SUITE 223, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.5% of total clients.
Top client categories% of clientsClients
1
HNWI
72.5%
58
2
Individuals
27.5%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of February 17, 2026
Discretionary64.0%
$116M
64% of total RAUM64.0%
Non-discretionary36.0%
$65M
36% of total RAUM36.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$181M
Total Accounts80
10Y AUM Change+$58M (+46.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.