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. operates as a small, client-focused advisory corporation serving individuals and families. The firm charges fees based on a percentage of assets under management and also offers hourly billing. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm is identified as a capital allocator and is not marked as an active ESG investor. Industry affiliations include a broker‑dealer relationship and ties to an insurance company.
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 2James Sanford
Registered RepresentativeCRD 7507754
Benjamin Vondrak
Financial AdvisorCRD 5679698
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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