BALANCED LIFE PLANNING

BALANCED LIFE PLANNING is an SEC-registered investment adviser (CRD 331877). Regulatory assets under management: $9.9M.

Registration

• CRD: 331877
• Type: Registered investment adviser
• Phone: 859-287-4292
• Latest filing: 2026-04-30
• Regulatory AUM: $9.9M
• Discretionary AUM: $9.9M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

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 331877 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search