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Building 2BALANCED FINANCIAL PLANNING, INC.

Map pinOVERLAND PARK, KS
Phone913-677-1090
NotebookSEC #801-121980
Total AUM
$181.3M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6701 W. 64TH STREET
SUITE 223
OVERLAND PARK
KS 66202-4091
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
913-677-1090

ReceiptFinancials

Total AUM
$181.3M
Accounts
80
Discretionary
$116.1M
Accounts
49
Non-Discretionary
$65.2M
Accounts
31

ContactClients

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Individual Clients
22
AUM
$15M
HNW Individual Clients
58
AUM
$166.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONE

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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