Firm
Beyond Balanced Financial
Midland, Texas
Fee-only
Beyond Balanced Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 55 individual clients, 9 of them high net worth.
- Its average account is about $171,000 (assets it manages divided by its 160 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Midland, Texas |
|---|---|
| Website | beyondbalancedfinancial.com |
| Phone | (432) 219-8050 |
Beyond Balanced Financial 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.
| Account minimum | None |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"We have no account minimums!" source
"Our ongoing planning services have a monthly subscription fee to be easier on your budget." 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 | $27 million |
| Individual clients | 46 |
| High-net-worth clients | 9 |
| Accounts managed | 160 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 290690 |
Advisors at this firm (1)
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