Firm
Balance Financial Planning, LLC
Oakland, California
Fee-only
Balance Financial Planning, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 34 individual clients, 20 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 34 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Oakland, California |
|---|---|
| Website | balancefp.com |
| [email protected] | |
| Phone | (510) 847-7432 |
Balance Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $400 |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Prices range from $400 for a check-in meeting or $1,110 to $2,220 for a comprehensive plan." source
"Up to $600,0000 0.50%" source
"We also have no asset minimum." source
"Ongoing investment management services include developing your investment plan, managing your accounts, ongoing check-ins, and rebalancing." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $38 million |
| Individual clients | 14 |
| High-net-worth clients | 20 |
| Accounts managed | 34 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 170239 |