Balanced Plan Financial Investment Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 310708
- Website
- balancedplanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals81.58%
- HNWI18.42%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Balanced Plan Financial Investment Advisors, Inc. is a privately owned corporate investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and manager-selection services. The firm operates on a fee basis (percentage of assets under management) and also charges hourly for planning work. It identifies as a capital allocator and maintains industry relationships with a broker‑dealer and insurance company. The adviser is registered in California and Tennessee and is owned by an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities17%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Bryan Nelson
President and CEOCRD 5289007
Contacts
2 of 2
Benjamin Vondrak
Financial AdvisorCRD 5679698
James Sanford
Registered RepresentativeCRD 7507754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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