# Balanced Life Planning

> Balanced Life Planning is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 331877
- Filed as: BALANCED LIFE PLANNING
- Legal name: Balanced Life Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kentucky
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331877
- AdvisorCensus page: https://advisorcensus.com/firm/balanced-life-planning-331877

## Quick answers

**How is Balanced Life Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Balanced Life Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Balanced Life Planning registered with the SEC or a state?**
Balanced Life Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331877.

**How much does Balanced Life Planning manage?**
Balanced Life Planning reports $9,917,064 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Balanced Life Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2); individuals (other than high net worth individuals) (1).

**Does Balanced Life Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331877

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,917,064
- Discretionary: $9,917,064
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $396,689 |
| High net worth individuals | 2 | $9,520,375 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bl-planning.com
- Facebook facebook.com
- Instagram @greyhairfinance
- LinkedIn @timwithamcfp
- TikTok @grey_haired_dad_cfp
- YouTube @BalancedLifePlanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balanced Life Planning (CRD 331877): Form ADV filing data as of October 2026.