Balanced Financial Planning offers personalized financial planning and investment management services for individuals, families, trusts, and estates. Founded in 2004 and located in Overland Park, Kansas, Balanced Financial Planning is owned by Certified Financial Planner Jo Ellen Fritz. The firm helps clients navigate various aspects of their financial lives, including cash flow and debt management, risk management, college funding, retirement planning, estate planning, and tax planning. Clients can choose between project-based hourly engagements or ongoing retainer services that include continuous portfolio management and quarterly reviews. Balanced Financial Planning works on a fee-only basis, charging hourly rates or case-by-case retainer fees, and does not sell financial products or earn commissions.
Fee Structure
Balanced Financial Planning provides ongoing investment management through its Retainer Services, which include portfolio oversight, quarterly reports, and regular check-ins. Because fees are determined on a case-by-case basis and calculated based on the estimated time required, there is a typical minimum annual fee equivalent to 14 hours of work at the firm's standard hourly rate of $270, resulting in a minimum annual fee of $3,780. Clients can pay by check or authorize direct deductions from their custodial accounts.
