BALANCE FINANCIAL PLANNING, LLC

BALANCE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 170239). Regulatory assets under management: $38.0M.

Registration

• CRD: 170239
• Type: Registered investment adviser
• Phone: 510-847-7432
• Latest filing: 2026-03-26
• Regulatory AUM: $38.0M
• Discretionary AUM: $38.0M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170239 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search