Balanced Financial Planning, Inc. at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 80 individual clients, 58 of them high net worth.
- Its average account is about $2.3 million (assets it manages divided by its 80 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | bfplanning.com |
| [email protected] | |
| Phone | (913) 677-1090 |
Questions about Balanced Financial Planning, Inc.
How much does Balanced Financial Planning, Inc. charge?
Balanced Financial Planning, Inc. publishes these prices: hourly: $270 an hour. We found this on its website, checked October 28, 2026.
How is Balanced Financial Planning, Inc. paid?
Balanced Financial Planning, Inc.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Balanced Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Balanced Financial Planning, Inc..
What is the average account at Balanced Financial Planning, Inc.?
Balanced Financial Planning, Inc.'s average account is about $2.3 million. That's the assets on its Form ADV divided by its 80 accounts.
Is Balanced Financial Planning, Inc. accepting new clients?
Yes, according to Balanced Financial Planning, Inc.'s website, checked October 28, 2026.
Balanced Financial Planning, Inc. 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.
| Hourly | $270 an hour |
|---|---|
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"at a rate of $270 per hour" source
"Financial planning fees are determined on a project basis" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $181 million |
| Individual clients | 22 |
| High-net-worth clients | 58 |
| Accounts managed | 80 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-121980) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 128161 |