Balanced Life Planning fees and pricing

Financial planner in Villa Hills, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 23, 2026, Balanced Life Planning charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The fee is based on a percentage of assets under management and is negotiable.”
“The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s) during the previous quarter.”
“Our advisory fee is prorated by the number of days the account is under our management for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its hourly rate of $250 matches the Kentucky median of $250. 42% of the 36 other Kentucky planners that publish an hourly rate charge less.

Principal: Tim Witham
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: $5,000 minimum fee (stated in brochure)
Clients: 3
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $9,917,064
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331877
Website: bl-planning.com (opens in new tab)
Phone: (859) 287-4292

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.