Blossom Balance LLC

Overview

Blossom Balance LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. Blossom Balance does not identify as an active ESG investor, is not positioned as a capital allocator, and is not registered as a multistate adviser. The firm lists an industry affiliation with an accountant, which suggests a close integration of tax or accounting expertise into client service workflows. Advisory activities center on financial planning and managing client portfolios rather than institutional consulting or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives