RIA Intel›Advisers›California›BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC.

BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC.

Advisory

CA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in CA
#3,490
of 5,480 advisers by AUM
Average account
$328K
across 149 accounts
AUM per adviser
$16M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$49M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients149
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

WHITE, DAVID PHIPPS
SAN DIEGO, CA
$49M
+4.9% 1Y
JADWIN PARTNERS, LLC
BURLINGAME, CA
$49M
+13.5% 1Y
INTEGRITY ASSET MANAGEMENT, LLC
$49M
BRIDGE THE GAP RETIREMENT PLANNERS LLC
SIMI VALLEY, CA
$49M
CALIFORNIA WEALTH MANAGEMENT GROUP
CARPINTERIA, CA
$49M
-50.3% 1Y
MIDANEK/PAK ADVISORS, LLC
WALNUT CREEK, CA
$49M
-5.1% 1Y

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