Fee-only adviser · Westlake, OH
Balanced Wealth Group LLC
Balanced Wealth Group LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Westlake, Ohio. On its latest Form ADV, filed September 3, 2026, it reports $494M in regulatory assets under management, 455 individual clients and 5 employees who give 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 | 328007 · SEC file 801-128997 |
| Office | 1991 Crocker Road Suite 300 Westlake, OH 44145 |
| Phone | (440) 871-6501 |
| Website | podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403 |
| Regulatory assets under management | $494M |
| Individual clients | 328 non-high-net-worth, 127 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 12 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 3, 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.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Westlake
- Paradigm Wealth Management, LLC $563M
- Cornerstone Wealth Management $629M
- Lesjak Planning, LLC $396M
- Michael Brady & Co., LLC $249M
- Defiant Financial Services LLC $83M
- Kinetic Wealth Investment Advisors, LLC $215M
See all 12 fee-only advisers in Westlake →
Nearby
- Avon 2 firms
- Fairview Park 1 firm
- Rocky River 3 firms
- Lakewood 1 firm
- Middleburg Heights 2 firms
- Cleveland 16 firms
- North Royalton 1 firm
- Independence 6 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Balanced Wealth Group LLC? Update this listing.