Fee-only adviser · Overland Park, KS
Balanced Financial Planning, Inc.
Balanced Financial Planning, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Overland Park, Kansas. On its latest Form ADV, filed February 17, 2026, it reports $181M in regulatory assets under management, 80 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 128161 · SEC file 801-121980 |
| Office | 6701 W. 64th Street Suite 223 Overland Park, KS 66202 |
| Phone | (913) 677-1090 |
| Website | www.bfplanning.com |
| Regulatory assets under management | $181M ($116M discretionary) |
| Individual clients | 22 non-high-net-worth, 58 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Overland Park
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- Caliber Wealth Management, LLC $1.8B
- S&A Financial Services, Inc. $392M
- Keen Wealth Advisors $1.2B
- Midwest Financial Group LLC $566M
See all 55 fee-only advisers in Overland Park →
Nearby
- Lenexa 2 firms
- Leawood 11 firms
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- Olathe 1 firm
- Mission 4 firms
- Mission Woods 1 firm
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