Balanced Financial Planning provides financial planning and investment advice to individuals and families. Clients can engage BFP for one-time advice, hourly consultations, or ongoing retainer services. Retainer services include investment management and quarterly reports. BFP helps clients with cash flow, debt management, risk management, college funding, retirement planning, estate planning, and tax planning.
Assets Under Management$180M
Clients80
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$180M
Fee Structure
Balanced Financial Planning's retainer services include ongoing investment management. The fee for retainer services is based on the estimated time spent on your account annually, with a minimum fee for 14 hours of work per year. The hourly rate is $270 per hour, but the total fee is determined on a case-by-case basis.
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