GOOD BALANCE FP LLC

Overview

Good Balance Fp LLC is an independent registered investment adviser operating as a limited liability company that focuses on wealthy individuals and families. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its client engagement model combines percentage-of-AUM billing with the ability to charge hourly and fixed fees, which supports both ongoing asset management relationships and project-based planning work. Investment activity centers on equity-oriented portfolios delivered through separately managed accounts and pooled vehicles. The firm reports a clear preference for exchange-traded equities as its primary exposure, and it uses third‑party managers and advisers when appropriate to access specialty strategies or implement tactical ideas. Good Balance Fp LLC is not identified as an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

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Location & Offices