Cheryl Vesely
Balance Financial Planning, LLC · Oakland, California
Cheryl Vesely is a fee-only financial advisor at Balance Financial Planning, LLC in Oakland, California, who holds the CFP and MA credentials. Cheryl charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $400 and 0.5% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | Balance Financial Planning, LLC |
|---|---|
| Based in | Oakland, California |
| Fee model | Percentage of assets · Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $400 · 0.5% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $38.0M across 34 accounts |
| Credentials | CFP · MA |
| SEC registration | Investment adviser representative in CA · CRD 5625062 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | balancefp.com |
How Cheryl's firm compares
- A one-time plan starts at $400, below the California median of $2,500 for fee-only firms that publish prices.
- Balance Financial Planning, LLC's average account is about $1.1 million, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Cheryl
Is Cheryl Vesely a fee-only financial advisor?
Yes. Cheryl Vesely is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cheryl's firm.
How does Cheryl charge for financial advice?
Cheryl charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Cheryl charge?
According to Balance Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $400; 0.5% a year on the first tier of assets managed; no asset minimum.
Where is Cheryl Vesely based?
Cheryl Vesely is based in Oakland, California.
What does Cheryl specialize in?
Cheryl's specialties include retirement planning and small business owners.
What credentials does Cheryl Vesely hold?
Cheryl Vesely holds the CFP and MA credentials.
Is Cheryl Vesely registered with the SEC?
Yes. Cheryl Vesely is registered as an investment adviser representative in CA (CRD 5625062), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Balance Financial Planning, LLC manage?
Balance Financial Planning, LLC reports $38.0M across 34 accounts in assets under management.
How do I contact Cheryl Vesely?
Through Cheryl's website, balancefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Balance Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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