# Balancing Life Financial Planning

> Balancing Life Financial Planning is a state-registered investment advisory firm in Orange, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 305808
- Filed as: BALANCING LIFE FINANCIAL PLANNING
- Legal name: Ober, Edward Jacob
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orange, CA
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305808
- AdvisorCensus page: https://advisorcensus.com/firm/balancing-life-financial-planning-orange-ca-305808

## Quick answers

**How is Balancing Life Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Balancing Life Financial Planning reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Balancing Life Financial Planning located?**
Balancing Life Financial Planning's principal office is in Orange, CA, according to its Form ADV.

**Is Balancing Life Financial Planning registered with the SEC or a state?**
Balancing Life Financial Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305808.

**How much does Balancing Life Financial Planning manage?**
Balancing Life Financial Planning reports $19,267,937 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Balancing Life Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47).

**Does Balancing Life Financial 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/305808

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,267,937
- Discretionary: $19,267,937
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $13,032,357 |
| High net worth individuals | Fewer than 5 | $6,235,580 |

### 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: 2019 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- balancinglifefp.com
- Facebook @balancinglifefinance
- LinkedIn @balancing-life-financial-planning
- LinkedIn @ed-ober-ea-630517197

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balancing Life Financial Planning (CRD 305808): Form ADV filing data as of October 2026.