# Jo Ellen Fritz

> Jo Ellen Fritz is a fee-only financial advisor at Balanced Financial Planning, Inc. in Overland Park, Kansas, who holds the CFP and RICP credentials. Jo Ellen charges hourly fees, an ongoing planning fee and a one-time planning fee ($270 an hour).

Page: https://find.wellspent.co/advisors/jo-ellen-fritz/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Balanced Financial Planning, Inc.
- **Based in:** Overland Park, Kansas
- **Fee model:** Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** $270 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $181.3M across 80 accounts
- **Credentials:** CFP, RICP
- **Firm size:** 3 employees
- **Website:** http://bfplanning.com

## Frequently asked questions

### Is Jo Ellen Fritz a fee-only financial advisor?

Yes. Jo Ellen Fritz is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Jo Ellen Fritz charge for financial advice?

Jo Ellen Fritz charges hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Jo Ellen Fritz charge?

According to Balanced Financial Planning, Inc.'s website, checked October 28, 2026: $270 an hour.

### Where is Jo Ellen Fritz based?

Jo Ellen Fritz is based in Overland Park, Kansas.

### What credentials does Jo Ellen Fritz hold?

Jo Ellen Fritz holds the CFP and RICP credentials.

### How much does Balanced Financial Planning, Inc. manage?

Balanced Financial Planning, Inc. reports $181.3M across 80 accounts in assets under management.

### How do I contact Jo Ellen Fritz?

Through Jo Ellen Fritz's website, bfplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3017): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bfplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.