# BALANCED FINANCIAL PLANNING, INC.

BALANCED FINANCIAL PLANNING, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 128161
- Type: SEC-registered investment adviser
- SEC file number: 801-121980
- Location: 6701 W. 64TH STREET, SUITE 223, OVERLAND PARK, KS, 66202-4091
- Phone: 913-677-1090
- Latest filing: 2026-02-17
- Regulatory AUM: $181.3M
- Discretionary AUM: $116.1M
- Non-discretionary AUM: $65.2M
- Clients: 3
- Accounts: 80

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jo Ellen Fritz | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DANIELSON ROSEMARY OTHELIA | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| FRITZ JO ELLEN | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128161/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128161/similar
- Related entities: https://search.stillhousedata.com/firm/128161/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128161

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.