# Life Balance Financial

> Life Balance Financial is a state-registered investment advisory firm in Houston, TX, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.

- CRD: 291718
- Filed as: LIFE BALANCE FINANCIAL
- Legal name: Financial Life Balance LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291718
- AdvisorCensus page: https://advisorcensus.com/firm/life-balance-financial-houston-tx-291718

## Quick answers

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

**Where is Life Balance Financial located?**
Life Balance Financial's principal office is in Houston, TX, according to its Form ADV.

**Is Life Balance Financial registered with the SEC or a state?**
Life Balance Financial is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291718.

**Does Life Balance Financial 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/291718

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 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)
- lifebalancefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Life Balance Financial (CRD 291718): Form ADV filing data as of October 2026.