# Good Balance FP LLC

> Good Balance FP LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 324354
- Filed as: GOOD BALANCE FP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324354
- AdvisorCensus page: https://advisorcensus.com/firm/good-balance-fp-llc-los-angeles-ca-324354

## Quick answers

**How is Good Balance FP LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Good Balance FP LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Good Balance FP LLC located?**
Good Balance FP LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Good Balance FP LLC registered with the SEC or a state?**
Good Balance FP LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324354.

**How much does Good Balance FP LLC manage?**
Good Balance FP LLC reports $33,893,378 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Good Balance FP LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (8).

**Does Good Balance FP 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/324354

## 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: $33,893,378
- Discretionary: $33,893,378
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,101,723 |
| High net worth individuals | 15 | $31,791,655 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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: 2023 (3 years)
- Employees: 1 total, 1 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)
- goodbalancefp.com
- LinkedIn @good-balance-fp-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Good Balance FP LLC (CRD 324354): Form ADV filing data as of October 2026.