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BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC.

CRD 310708

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$48.8M

Discretionary AUM

$48.8M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-23

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals144$39.8M
High net worth individuals5$9.0M

All web addresses on file

Official SEC filing: View on IAPD