Jo
Fritz

Balanced Financial Planning, Inc

CRD#4595772
Investment Advisor
in Mission, KS

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About this Advisor

Jo Fritz is a financial advisor based in Mission, Kansas, working with Balanced Financial Planning, Inc. Jo has previously held positions at Balanced Financial Planning and Balanced Financial Planning, Inc. Jo is registered to provide services in Kansas and Missouri. Currently, Jo is part of Balanced Financial Planning, Inc, which operates out of Mission, Kansas. The firm has 1 office and 4 employees. The firm manages assets totaling $155.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Balanced Financial Planning, Inc includes hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Hourly Charges, Fixed Fees

Office Location

6701 W. 64Th Street Suite 223
Mission, KS 66202

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Balanced Financial Planning, Inc Brokerage Details

Total Assets Under Management

$155,941,115

KS Average: $2,243,162,756
Total Number of Employees

4

KS Average: 44
Total Number of Accounts

84

KS Average: 4,091
Average Account Size

$1,856,442

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jo Fritz Work History

2004 - Present (20 years)

Balanced Financial Planning, Inc

2003 - Present (21 years)

Balanced Financial Planning

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jo Fritz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Balanced Financial Planning, Inc

Rosemary Danielson
Mission, KS
Jo Fritz
Mission, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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