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BALANCED FINANCIAL PLANNING, INC.

OVERLAND PARK, KS · CRD 128161 · IAPD ↗ · bfplanning.com · 913-677-1090

$181.3MRegulatory AUM
1Advisory reps
3Employees
151Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2024 — BALANCED FINANCIAL PLANNING, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.