Fee-only adviser · Orange, CA
Balancing Life Financial Planning
Balancing Life Financial Planning is a fee-only investment adviser registered with the securities regulator of California, with its main office in Orange, California. On its latest Form ADV, filed January 29, 2026, it reports $19M in regulatory assets under management, 47 individual clients and 2 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 | State-registered: California |
|---|---|
| Firm CRD number | 305808 |
| Office | 900 E. Katella Ave Suite B Orange, CA 92867 |
| Phone | (714) 771-7570 |
| Website | www.balancinglifefp.com |
| Regulatory assets under management | $19M |
| Individual clients | 47 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 29, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 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 Orange
- BW & Associates, Inc. $693M
- Tabr Capital Management, LLC $241M
- Crossroads Planning $63M
- Keep It Simple Financial Planning $71M
- Pacific Investment Research $150M
- Thomas Investment Advisors LLC $12M
See all 8 fee-only advisers in Orange →
Nearby
- Santa Ana 5 firms
- Tustin 7 firms
- Anaheim 4 firms
- Placentia 1 firm
- Yorba Linda 1 firm
- Costa Mesa 8 firms
- Fullerton 2 firms
- Westminster 2 firms
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