RIA Intel›Advisers›California›BALANCE FINANCIAL PLANNING, LLC

BALANCE FINANCIAL PLANNING, LLC

Advisory

CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,738
of 5,480 advisers by AUM
Average account
$1M
across 34 accounts
AUM per adviser
$38M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

OZ WEALTH MANAGEMENT LLC
IRVINE, CA
$38M
GSB CAPITAL, LLC
SAN FRANCISCO, CA
$38M
-61.2% 1Y
KIRK ALLEN BLOCK
ESCONDIDO, CA
$38M
0.0% 1Y
DCAPITAL WEALTH LLC
$38M
INDUSINO RESEARCH & MANAGEMENT, LLC
SAN FRANCISCO, CA
$38M
0.0% 1Y
ACELA CAPITAL MANAGEMENT, LLC
LOS ALTOS, CA
$38M

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