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BALANCED FINANCIAL PLANNING, INC.
CRD 128161File 801-121980
APPROVED
Retail clients
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$181.3M
Bottom 25% of cohort (national)
Discretionary AUM
$116.1M
Non-discretionary $65.2M
Clients
80
80 accounts
Employees
3
Bottom 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 30, 2021
- Principal office
- 6701 W. 64TH STREET, SUITE 223, OVERLAND PARK, KS, 66202-4091
- Phone
- 913-677-1090
- Website
- HTTP://WWW.BFPLANNING.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $181.3M
- Discretionary AUM
- $116.1M
- Non-discretionary AUM
- $65.2M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 31
- Total accounts
- 80
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $166.3M |
| Individuals (other than high net worth individuals) | 22 | $15.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.