Balanced Life Planning

RIASEC Registered
Total AUM
$9.9M
Discretionary
$9.9M
100% of AUM
Avg account
$661K
Accounts
15
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
331877
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI96%
  • Individuals4%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Balanced Life Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model is flexible, combining percentage-of-assets under management, hourly billing, and fixed fees. The firm identifies itself as a capital allocator but does not position itself as an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Exchange Traded Equities 27%, Investment Grade Corp Bonds 26%, Cash & Cash Equivalents 4%43%
  • Public Funds/Mutual Funds43%
  • Exchange Traded Equities27%
  • Investment Grade Corp Bonds26%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Timothy Witham

    Timothy Witham

    FounderCRD 5896121

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth