# BALANCING LIFE FINANCIAL PLANNING

BALANCING LIFE FINANCIAL PLANNING of ORANGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 305808
- Type: SEC-registered investment adviser
- Location: 900 E. KATELLA AVE SUITE B, ORANGE, CA, 92867
- Phone: (714) 771-7570
- Latest filing: 2026-01-29
- Regulatory AUM: $19.3M
- Discretionary AUM: $19.3M
- Clients: 2
- Accounts: 50

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305808/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305808/similar
- Related entities: https://search.stillhousedata.com/firm/305808/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305808

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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.