Balanced Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$270/hr

“The billing rate for professional services is currently $270 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Balanced Financial Planning, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The balance of the fee is due and payable immediately upon presentation of the plan/advice at the presentation meeting.”
• “The balance due over the amount of the initial deposit is payable immediately upon presentation of the invoice.”
• “The fees charged by BFP are established in the client’s written Client Service Agreement – Retainer Engagement, based on an annual fee billed quarterly in arrears each calendar quarter.”

How Balanced Financial Planning, Inc.’s fees compare

• Its hourly rate of $270 is above the Kansas median of $250. 58% of the 59 other Kansas planners that publish an hourly rate charge less.
• 16 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Balanced Financial Planning, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

80

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$181,332,636

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128161

Website

bfplanning.com (opens in new tab)

Phone

(913) 677-1090

Can advise clients in 3 states: Kansas, Missouri, Nebraska

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr
• Creative PlanningOverland Park$1,500⁠-⁠$15,000

Compare all 66 planners in Overland Park