BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC.

BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser (CRD 310708). Regulatory assets under management: $48.8M.

Registration

• CRD: 310708
• Type: Registered investment adviser
• Phone: 714-504-5219
• Latest filing: 2026-02-23
• Regulatory AUM: $48.8M
• Discretionary AUM: $48.8M
• Clients: 3
• Accounts: 149

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310708 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search