Hermitage, TN Office
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Balanced Plan Financial Investment Advisors, Inc.
Supported
Firm-wide stats for Balanced Plan Financial Investment Advisors, Inc.
About
Balanced Plan Financial Investment Advisors, Inc. is a state-registered advisory firm managing roughly $48.8 million for about 149 clients, primarily individuals (including high‑net‑worth clients) as well as small businesses, trusts, and estates. The firm provides discretionary and non‑discretionary asset management, financial planning and consulting, and acts as a solicitor and selector of sub‑advisors or third‑party managers.
Investment programs are tailored to client objectives, time horizons and risk tolerances and draw on a mix of fundamental, technical, quantitative and modern portfolio theory methods, with periodic reviews, rebalancing and tax‑aware considerations. The firm may delegate management to sub‑advisors or refer clients to third‑party managers and discloses monitoring procedures for those relationships.
Distinctive features disclosed in the brochure include affiliations with a broker‑dealer and insurance activities and the payment/receipt of solicitor fees for referrals to third‑party managers, which the firm identifies as potential conflicts and addresses through disclosure and supervision. The firm also employs derivative strategies (including options, covered calls, futures and swap instruments) and allows sub‑advisor delegation — practices noted in the brochure as less common among similarly sized supported firms.
Location
Hermitage TN
Advisors at this office
2
Advisors at this office
Benjamin V
Series 63, Series 65
Hermitage, TN
Balanced Plan Financial Investment Advisors, Inc.
Benjamin Vondrak is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including World Equity Group, Inc. and Integrated Financial Partners and Symbiotic Insurance. He is also involved in the insurance business as a part owner of Symbiotic Insurance Solutions, Inc. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million primarily for individuals, high-net-worth clients, small businesses, trusts, and estates. The firm offers tailored investment programs based on client objectives and risk tolerances, utilizing a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, and employs derivative strategies and sub-advisor delegation.
Bryan N
Series 63, Series 66
Hermitage, TN
Balanced Plan Financial Investment Advisors, Inc.
Bryan Nelson is a financial advisor with Balanced Plan Financial Investment Advisors, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at World Equity Group, VOYA Financial Advisors, and Edward Jones. Nelson also works as an independent insurance agent and serves as Head of Product Research and Sales Trainer at Symbiotic Insurance Solutions. Balanced Plan Financial Investment Advisors, Inc. is a state-registered advisory firm managing approximately $48.8 million for around 149 clients, including individuals, high-net-worth clients, small businesses, trusts, and estates. The firm offers tailored investment programs using a combination of fundamental, technical, and quantitative methods, with the option to delegate management to sub-advisors or third-party managers.
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