Jo Ellen Fritz
Balanced Financial Planning, Inc. · Overland Park, Kansas
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.
- $270
- Hourly rate
- $181M
- Firm assets managed
- $2M
- Firm's average account
How does Jo Ellen's firm compare?
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The hourly rate is $270, in line with the US median of $300 for fee-only firms that publish prices.
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Balanced Financial Planning, Inc.'s average account is about $2.3 million, from its Form ADV (assets managed divided by 80 accounts).
Questions about Jo Ellen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $181.3M across 80 accounts |
| Credentials | CFP · RICP |
| Firm size | 3 employees |
| Website | bfplanning.com |
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Other fee-only advisors in Overland Park
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Balanced Financial Planning, Inc. 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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