BEYOND BALANCED FINANCIAL PLANNING, LLC

Overview

Beyond Balanced Financial Planning, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees by percentage of AUM, hourly rates and fixed fees, and operates with both discretionary and non‑discretionary mandates. According to filings, the firm’s portfolios are dominated by public funds and mutual funds rather than direct stock or private-market allocations. Beyond Balanced is not identified as an allocator to third‑party alternative fund managers and is not designated as an active ESG investor. Investment activity is focused on conventional pooled products—mutual funds and public funds—and the firm’s advisory scope appears tailored to comprehensive planning combined with outsourced portfolio management for clients who prefer mutual‑fund‑based solutions. The adviser is structured as an LLC under individual ownership and remains relatively concentrated in scale and assets.

Assets & Accounts

Investments & Alternatives

Location & Offices