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Balancing Life Financial Planning
Balancing Life Financial Planning is a fee-only RIA providing personalized financial planning and wealth management with a fiduciary approach.
Balancing Life Financial Planning
Balancing Life Financial Planning was founded as an independent registered investment advisor (RIA) with a core mission of delivering personalized financial planning and wealth management services. The firm positions itself as a fee-only, fiduciary advisor, meaning it charges clients directly for planning services rather than earning commissions from product sales. This structure aligns with regulatory requirements for RIAs under the Investment Advisers Act of 1940, but specific founding details such as the year of establishment or the names of founders are not disclosed in public sources. The firm's investment approach is centered on holistic financial planning, covering asset allocation, tax optimization, retirement planning, estate planning, and risk management. Balancing Life Financial Planning does not publicly disclose its asset-class mix, specific portfolio holdings, or any direct investments. No named portfolio companies, deals, or co-investors can be confirmed. The geographic footprint is not stated, and the firm does not maintain publicly listed additional offices beyond an unspecified headquarters. Public records do not reveal the total number of professionals, team size, or any adjacent vehicles such as philanthropic foundations or operating businesses. There is no dated operational event from the past 24 months available in public sources. The firm's scale remains unquantified; it does not publish AUM, deployment figures, or any financial metrics that would allow an external evaluation of its asset base or client reach. Balancing Life Financial Planning's structural differentiator is its fee-only fiduciary model, which is common among RIAs but not universally adopted. The firm's commitment to aligning compensation with client outcomes—rather than product sales—represents its primary governance distinction. Without disclosed principals, offices, or investment specifics, the firm's architecture is limited to its RIA registration status and stated service philosophy.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who runs investment decisions at Balancing Life Financial Planning?
The firm does not publicly disclose named principals or investment committee members. As a registered investment advisor (RIA), the firm is subject to regulatory oversight requiring it to designate a Chief Compliance Officer, but that individual's name is not available in public sources. All investment decisions are made internally, with the firm acting as a fiduciary under the Investment Advisers Act.
Is Balancing Life Financial Planning a single family office or a broader wealth management firm?
Based on public records, Balancing Life Financial Planning operates as a registered investment advisor (RIA) serving multiple clients, not as a single family office. The firm's fee-only, planning-focused model typically targets high-net-worth individuals and families seeking comprehensive financial planning. The firm does not disclose any affiliation with a specific wealthy family or proprietary capital base.
How does Balancing Life Financial Planning charge for its services?
The firm describes itself as a fee-only advisor, meaning it charges clients directly for planning and advisory services rather than earning commissions or third-party compensation. This fee structure can include flat retainer fees, hourly billing, or assets-under-management (AUM) fees, though the specific fee schedule is not disclosed publicly. The fee-only model is designed to eliminate conflicts of interest common in commission-based advisory relationships.
What investment stages does Balancing Life Financial Planning typically target?
The firm does not specify a particular investment stage. Its approach is centered on holistic financial planning rather than venture capital or growth equity. Based on its RIA registration, the firm likely builds diversified portfolios using publicly traded securities such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Direct or alternative investments are not mentioned in any public source.
Which sectors does Balancing Life Financial Planning explicitly avoid?
The firm does not publicly disclose any sector exclusions. Its investment approach is generalist in nature, focused on client-specific goals rather than thematic or sector-based mandates. No public statements indicate avoidance of specific industries or asset classes.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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