BALANCED FINANCIAL PLANNING, INC.
CRD #128161 SEC #801-121980 OVERLAND PARK, KS 913-677-1090
SEC Registered
Total AUM
$180.9M
Discretionary
$103.8M
Employees
4
Clients
101
Accounts
84
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $180.9M | $103.8M | $77.1M | 4 | 143 |
| Nov 2024 | $155.9M | $71.7M | $84.2M | 4 | 122 |
| Feb 2024 | $155.9M | $71.7M | $84.2M | 4 | 122 |
| Feb 2024 | $155.9M | $71.7M | $84.2M | 4 | 122 |
| Mar 2023 | $132.8M | $67.1M | $65.7M | 4 | 114 |
| Nov 2022 | $142.6M | $69.4M | $73.2M | 3 | 107 |
| Feb 2022 | $142.6M | $69.4M | $73.2M | 3 | 107 |
| Jun 2021 | $123.7M | $48.3M | $75.5M | 2 | 80 |
| Jun 2012 | $44.8M | $0 | $44.8M | 1 | 26 |
| Jun 2012 | $44.8M | $0 | $44.8M | 1 | 26 |
| Jun 2012 | $44.8M | $0 | $44.8M | 1 | 26 |
| Jun 2012 | $44.8M | $0 | $44.8M | 1 | 26 |
| May 2012 | $44.8M | $0 | $44.8M | 1 | 26 |
| Mar 2012 | $44.8M | $0 | $44.8M | 1 | 26 |
| Mar 2011 | $43.4M | $0 | $43.4M | 5 | -- |
DateFeb 2025
Total AUM$180.9M
Discretionary$103.8M
Non-Disc.$77.1M
Employees4
Clients143
DateNov 2024
Total AUM$155.9M
Discretionary$71.7M
Non-Disc.$84.2M
Employees4
Clients122
DateFeb 2024
Total AUM$155.9M
Discretionary$71.7M
Non-Disc.$84.2M
Employees4
Clients122
DateFeb 2024
Total AUM$155.9M
Discretionary$71.7M
Non-Disc.$84.2M
Employees4
Clients122
DateMar 2023
Total AUM$132.8M
Discretionary$67.1M
Non-Disc.$65.7M
Employees4
Clients114
DateNov 2022
Total AUM$142.6M
Discretionary$69.4M
Non-Disc.$73.2M
Employees3
Clients107
DateFeb 2022
Total AUM$142.6M
Discretionary$69.4M
Non-Disc.$73.2M
Employees3
Clients107
DateJun 2021
Total AUM$123.7M
Discretionary$48.3M
Non-Disc.$75.5M
Employees2
Clients80
DateJun 2012
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees1
Clients26
DateJun 2012
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees1
Clients26
DateJun 2012
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees1
Clients26
DateJun 2012
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees1
Clients26
DateMay 2012
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees1
Clients26
DateMar 2012
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees1
Clients26
DateMar 2011
Total AUM$43.4M
Discretionary$0
Non-Disc.$43.4M
Employees5
Clients--