Balanced Financial Planning, Inc. (Overland Park)

Name: Balanced Financial Planning, Inc.
Address: 6701 W. 64 Th Street, Overland Park, KS, 66202 4091
Telephone: 913-677-1090

Balanced Financial Planning, Inc. is an adviser based in Overland Park. It manages $44.77 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kansas and Missouri.

Balanced Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Balanced Financial Planning: assets under management

The assets under management (AUM) of Balanced Financial Planning, Inc. is $44.77 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Balanced Financial Planning, Inc. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Balanced Financial Planning, Inc.

Rosemary Othelia Danielson has been acting as President since 1 Nov 2004. Jo Ellen Fritz joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rosemary Othelia Danielson	President	1 Nov 2004	75% - 100%	1528557
Jo Ellen Fritz	Vice president	1 Nov 2004	25% - 50%	4595772
Rosemary Othelia Danielson	Chief compliance officer	1 Jan 2008	75% - 100%	1528557

Based in Overland Park

The principal office where Balanced Financial Planning, Inc. performs its advisory services is located at 6701 W. 64 Th Street, Overland Park, KS 66202 4091, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-677-1090 or by fax 877-677-3090. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.bfplanning.com.