Balanced Financial Planning, Inc.

Balanced Financial Planning, Inc. is a financial advisory firm established in 2004 and located in Overland Park, Kansas. The firm specializes in providing financial planning services and investment advice to individuals and families. They offer services such as hourly financial planning and ongoing investment management through their Retainer Services. Clients can engage with the firm on a one-time basis or ongoing basis. The firm's investment strategies are tailored to each client's financial situation, needs, goals, and risk tolerance. Clients have the option to choose between discretionary and non-discretionary investment management. For the Initial Engagement, clients are quoted a flat fee based on estimated time, with a billing rate of $270 per hour. Retainer Services are billed annually based on time expended, with a typical minimum fee of twelve hours annually. The firm does not charge performance-based fees. Clients may incur third-party fees such as custodial fees and mutual fund internal management fees. Balanced Financial Planning, Inc. does not pay for client referrals and has a custody arrangement with Fidelity Institutional Brokerage Services. The firm's employees are required to follow a Code of Ethics, and clients have the option to grant proxy voting authority. The firm does not have any disciplinary information and emphasizes client privacy and data protection.