Balance Financial Planning, LLC is an independent, fee-only firm. We offer financial planning, investment management, and cash flow planning services.

 Financial Planning

You may just have a couple of questions or you may need a more comprehensive plan. Prices range from $500 for a basic retirement plan and up to $2,000 for a comprehensive plan. Prices depend on the scope and complexity of the plan. We provide a quote after an initial meeting. Below are common plan requests.

Common Plan Requests:

Comprehensive Financial Plan Cash Flow Analysis
Retirement Savings Plan College Savings Plan
Portfolio Review Insurance Analysis
Real Estate Analysis Spending Plan


 Investment Advisory Services

Ongoing investment management services include developing your investment plan, managing your accounts, ongoing check-ins, and rebalancing. Ongoing financial planning services included with a minimum account balance.

Assets under Management

Annual Fee

Up to $500,0000 0.65%
On amounts over $500,000 0.50%


Balance Financial Planning, LLC

5438 Shafter Avenue

Oakland, CA 94618