Firm
Balancing Life Financial Planning
Orange, California
Fee-only
Balancing Life Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 47 individual clients.
- Its average account is about $385,000 (assets it manages divided by its 50 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Orange, California |
|---|---|
| Website | balancinglifefp.com |
| Phone | (714) 771-7570 |
Balancing Life Financial Planning fees
Balancing Life Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $19 million |
| Individual clients | 47 |
| Accounts managed | 50 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 305808 |