Balanced Life Planning LLC
Villa Hills, Kentucky
Balanced Life Planning LLC at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 3 individual clients, 2 of them high net worth.
- Its average account is about $661,000 (assets it manages divided by its 15 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Villa Hills, Kentucky |
|---|---|
| Website | bl-planning.com |
| [email protected] | |
| Phone | (859) 287-4292 |
Questions about Balanced Life Planning LLC
How much does Balanced Life Planning LLC charge?
Balanced Life Planning LLC publishes these prices: ongoing planning: from $1,800 a year; hourly: $250 an hour; asset-based fee: 0.4% to 1% a year. We found this on its website, checked October 28, 2026.
How is Balanced Life Planning LLC paid?
Balanced Life Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Balanced Life Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Balanced Life Planning LLC.
What is the average account at Balanced Life Planning LLC?
Balanced Life Planning LLC's average account is about $661,000. That's the assets on its Form ADV divided by its 15 accounts.
What does Balanced Life Planning LLC specialize in?
Balanced Life Planning LLC's advisors and website list equity compensation, tax planning, estate & legacy planning and retirement planning.
Is Balanced Life Planning LLC accepting new clients?
Yes, according to Balanced Life Planning LLC's website, checked October 28, 2026.
Does Balanced Life Planning LLC work with clients virtually?
Yes. Balanced Life Planning LLC's website says it works with clients virtually.
Balanced Life 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.
| Ongoing planning | From $1,800 a year |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 0.4% to 1% a year |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$150 – $500 / month" source
"$250 / hour" source
"0.40% – 1.00% AUM" source
"0.40% – 1.00% AUM" 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 | $10 million |
| Individual clients | 1 |
| High-net-worth clients | 2 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 331877 |
Advisors at this firm (1)
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