# Beyond Balanced Financial Planning, LLC

> Beyond Balanced Financial Planning, LLC is a state-registered investment advisory firm in Midland, TX, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 290690
- Filed as: BEYOND BALANCED FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Midland, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290690
- AdvisorCensus page: https://advisorcensus.com/firm/beyond-balanced-financial-planning-llc-midland-tx-290690

## Quick answers

**How is Beyond Balanced Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beyond Balanced Financial Planning, LLC 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.

**Where is Beyond Balanced Financial Planning, LLC located?**
Beyond Balanced Financial Planning, LLC's principal office is in Midland, TX, according to its Form ADV.

**Is Beyond Balanced Financial Planning, LLC registered with the SEC or a state?**
Beyond Balanced Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290690.

**How much does Beyond Balanced Financial Planning, LLC manage?**
Beyond Balanced Financial Planning, LLC reports $27,319,842 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (77% discretionary).

**What types of clients does Beyond Balanced Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (9).

**Does Beyond Balanced Financial Planning, LLC 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/290690

## 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: $27,319,842
- Discretionary: $20,974,243
- Non-discretionary: $6,345,599

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $6,517,332 |
| High net worth individuals | 9 | $14,456,911 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,345,599 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beyondbalancedfinancial.com
- Facebook @BEYONDBALANCEDFINANCIAL
- Instagram @beyond_balanced
- LinkedIn @crystal-rau

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beyond Balanced Financial Planning, LLC (CRD 290690): Form ADV filing data as of October 2026.