# Balancing Life Financial Planning

Balancing Life Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ed-ober-ea-630517197

## Regulatory record

- **CRD number:** 305808
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305808

## About

BALANCING LIFE FINANCIAL PLANNING is a state-registered investment adviser in ORANGE, CA. The firm manages approximately $19 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Financial Planning
- Wealth Management

## 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.

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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