Jo Fritz is a CFP-designated registered investment advisor at Balanced Financial Planning, INC., based in Overland Park, KS, with 24 years of industry experience. Jo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 80 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Balanced Financial Planning's retainer services include ongoing investment management. The fee for retainer services is based on the estimated time spent on your account annually, with a minimum fee for 14 hours of work per year. The hourly rate is $270 per hour, but the total fee is determined on a case-by-case basis.
Contact
Jo Fritz
Location
6701 W. 64th Street, Suite 223, Overland Park, KS, 66202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Balanced Financial Planning, INC.
Previous Registrations
Garrett Financial Planning, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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