BEYOND BALANCED FINANCIAL PLANNING, LLC

BEYOND BALANCED FINANCIAL PLANNING, LLC of MIDLAND, TX is an SEC-registered investment adviser (CRD 290690). Regulatory assets under management: $27.3M.

Registration

• CRD: 290690
• Type: Registered investment adviser
• Location: 223 W WALL STREET, SUITE 215, MIDLAND, TX, 79701
• Phone: 432-219-8050
• Latest filing: 2026-03-30
• Regulatory AUM: $27.3M
• Discretionary AUM: $21.0M
• Non-discretionary AUM: $6.3M
• Clients: 1
• Accounts: 160

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290690 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search