Cheryl Vesely is a CFP-designated registered investment advisor at Balance Financial Planning, LLC, based in Oakland, CA, with 11 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 33 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 0.50% |
| $600K+ | 0.30% |
Fees may be negotiable at the discretion of the principal.
Fee Estimator
Contact
Cheryl Vesely
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Balance Financial Planning, LLC
State Registrations1 state
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Exams
Additional Information
Cheryl Vesely is an Oakland based financial planner. She earned a graduate certificate from the UC Berkeley Personal Financial Planning Program in 2005 and earned her Certified Financial Planning™ certificate in 2008. Cheryl also earned a Masters of Economics from Georgetown University and Bachelors of Science in economics from University of California at Santa Barbara.