RIA Intel›Advisers›Kentucky›BALANCED LIFE PLANNING LLC

BALANCED LIFE PLANNING LLC

Advisory

KY

Data as of Apr 30, 2026 · Source: SEC Form ADV

Average account
$661K
across 15 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
3
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$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

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

PRIVATE ASSET MANAGEMENT, INC.
LEXINGTON, KY
$10M
WEALTH MANAGEMENT SERVICES OF CINCINNATI, LLC
FORT MITCHELL, KY
$11M
-41.4% 1Y
E2 FINANCIAL SERVICES, LLC
$8M
WH WEALTH MANAGEMENT LLC
$8M
HIGH KNOLL WEALTH ADVISORS, LLC
LEXINGTON, KY
$12M
FORTRESS FINANCIAL PARTNERS LLC
FLORENCE, KY
$7M

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