1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BALANCED FINANCIAL PLANNING, INC.

Map pinOVERLAND PARK, KS
Phone913-677-1090
NotebookSEC #801-69118
Total AUM
$44.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6701 W. 64TH STREET
SUITE 100
OVERLAND PARK
KS 66202-4091
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
913-677-1090

ReceiptFinancials

Total AUM
$44.8M
Accounts
65
Discretionary
$0
Accounts
0
Non-Discretionary
$44.8M
Accounts
65

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMO

HandshakeAffiliates

View all affiliates →

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

Feature requires an account