RIA Intel›Advisers›Texas›BEYOND BALANCED FINANCIAL PLANNING, LLC

BEYOND BALANCED FINANCIAL PLANNING, LLC

Advisory

MIDLAND, TX

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

Rank in TX
#2,023
of 2,813 advisers by AUM
Average account
$171K
across 160 accounts
AUM per adviser
$27M
1 adviser

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

Total AUM
$27M
Discretionary %
76.8%
Clients
55
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$27M
Discretionary AUM$21M
Non-Discretionary AUM$6M
Discretionary %76.8%
Total Clients55
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

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PORTFOLIO CASHFLOW MANAGEMENT, LLC
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$27M
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FOUNTAINHEAD PARTNERS L.P.
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-29.7% 1Y
AVENUE RETIREMENT SERVICES, LLC
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