# Balanced Financial Planning

Balanced Financial Planning is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** bfplanning.com
- **LinkedIn:** https://www.linkedin.com/company/balanced-financial-planning-inc-

## Regulatory record

- **CRD number:** 128161
- **SEC file number:** 801-121980
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128161

## About

Balanced Financial Planning began operations in 2004. It functions as a US-registered investment advisor serving private clients through customized advisory mandates. The firm focuses on financial planning, portfolio management, and estate planning. These services address the needs of individuals and high-net-worth families without disclosed commitments to specific asset classes such as venture capital, private equity, or hedge funds. No named portfolio holdings or co-investors appear in available records. Team size and additional office locations remain undisclosed. No operational events from the past 24 months have been identified in public sources. The firm operates as a standalone RIA without affiliation to a larger family office network or operating company.

## Sectors

- Financial Planning
- Investment Advice

## Questions

### Who runs investment decisions at Balanced Financial Planning?

Public records do not name specific principals or portfolio managers at the firm.

### Does Balanced Financial Planning participate in fund commitments or only direct deals?

The firm provides direct advisory services to clients and does not disclose participation in external fund commitments.

### What investment stages does Balanced Financial Planning typically target?

No information on targeted investment stages is available from public sources.

## Related profiles

- [Balanced Breakfast](https://altss.com/profile/balanced-breakfast)
- [Balanced Plan Financial Investment Advisors](https://altss.com/profile/balanced-plan-financial-investment-advisors)

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Last updated: 2026-07-10T20:14:01.000Z

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