Jo
Fritz
Balanced Financial Planning, Inc
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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.
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Balanced Financial Planning, Inc Brokerage Details
$155,941,115
4
84
$1,856,442
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jo Fritz Work History
Balanced Financial Planning, Inc
Balanced Financial Planning
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
Mission, KS
Mission, KS
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