Firm
Good Balance Financial Planning
Los Angeles, California
Fee-only
Good Balance Financial Planning 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 23 individual clients, 15 of them high net worth.
- Its average account is about $458,000 (assets it manages divided by its 74 accounts).
- Its ongoing planning fee starts at $5,000 a year, below the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | goodbalancefp.com |
| [email protected] | |
| Phone | (310) 881-6650 |
Good Balance Financial Planning 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 $5,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Annual fees begin at $5,000 for individuals and $7,000 for couples" source
"All engagements have a minimum annual fee based on the complexity of your situation." source
"Asset-based fees are calculated on a tiered basis, with each rate applying only to the assets within that tier." 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 | $34 million |
| Individual clients | 8 |
| High-net-worth clients | 15 |
| Accounts managed | 74 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 324354 |