Balanced Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$447,124,693
Clients
455
Advisors
5
of 12 employees
About
Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals (including high-net-worth clients), families, trusts, businesses and retirement plans, and offering financial planning, discretionary investment management, and 3(21) retirement plan advisory services. The five-advisor team manages roughly $494 million in discretionary assets for about 455 clients and provides planning and portfolio services either standalone or as part of combined wealth-management engagements.
The firm’s investment approach is primarily long-term, building diversified portfolios largely with ETFs and mutual funds while also using individual stocks, bonds and unaffiliated managers when appropriate; it may execute shorter-term trades for rebalancing or tactical purposes. Balanced Wealth applies fundamental and technical analysis, seeks share classes to limit trading costs, and typically manages client accounts on a discretionary basis consistent with each client’s objectives and constraints.
Noteworthy distinctions include that the firm sponsors a wrap-fee program that bundles transaction and certain custodial costs into its advisory fee—a structure the firm acknowledges can influence trading patterns—and that it may employ short-term margin borrowings in separately managed accounts when appropriate. The firm also discloses an AUM‑based contribution toward clients’ tax-preparation and estate-document services and maintains an institutional relationship with its custodian that provides technology, research and other economic benefits.
Client services
Expertise
Occupation focus
Fee options
$0+: 0.50% to 2.00% annually for Wealth Management Services $0+: 0.50% to 1.75% annually for Investment Management Services $0+: Up to 0.75% annually for Retirement Plan Advisory Services $0+: 0.50% to 1.50% annually for Wrap Fee Program
Certain advisory persons are licensed insurance professionals and earn commissions from insurance product sales, separate from advisory fees.
Fee-only: Financial planning fees: up to $18,000 for one-time project-based plans; ongoing fees negotiated per engagement.
Main office
1991 Crocker Road, Suite 300
Westlake OH 44145
Advisors at this office
5
Most active in
California · Colorado · Florida · Michigan · New Hampshire · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joshua H
CFP®, Series 66
Westlake, OH
Balanced Wealth Group LLC
Joshua Harrell is a CFP® professional with 15 years of industry experience. He has been with Balanced Wealth Group LLC since 2023, following 12 years at Ameriprise. He serves on the finance committee at City Church, where he assists with budget and cash flow analysis. Balanced Wealth Group is an SEC-registered, fee-based adviser that serves individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, taking a long-term investment approach and tailoring discretionary management to client objectives.
Matthew G
CFP®, Series 66
Westlake, OH
Balanced Wealth Group LLC
Matthew Gottshall is a CFP® and Series 66-registered advisor with eight years of industry experience. He currently works at Balanced Wealth Group LLC, where he has been since 2023. His prior roles include positions at Ameriprise Financial Services and Daugherty, Sieverts Wealth Advisors. Gottshall serves as an associate board member of The City Mission in Cleveland, Ohio. Balanced Wealth Group is a fee-based, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The team manages diversified portfolios primarily with ETFs and mutual funds, offering financial planning, discretionary investment management, and retirement plan advisory services.
Michelle T
Series 63
Westlake, OH
Balanced Wealth Group LLC
Michelle Taylor is a financial advisor at Balanced Wealth Group LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including Ameriprise, MassMutual Life Insurance Company, and Charles Schwab. Outside of her advisory role, she serves as a trustee of finance on a nonprofit board and is a co-owner of a business focused on enterprise collaboration systems. Balanced Wealth Group is an SEC-registered, fee-based advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm provides financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team managing approximately $494 million in discretionary assets. Their investment approach emphasizes long-term diversified portfolios constructed mainly with ETFs and mutual funds, utilizing fundamental and technical analysis.
Roger P
Series 66
Westlake, OH
Balanced Wealth Group LLC
Roger Potter is a financial advisor at Balanced Wealth Group LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory work, he is the author of two books titled "Proverbs: Wisdom for Prosperity" and "Proverbs: Wisdom for the Graduate." Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds and offers financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team.
Matthew D
CFP®, Series 66
Westlake, OH
Balanced Wealth Group LLC
Matthew Daugherty is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Balanced Wealth Group LLC since 2023 and previously spent 18 years at Ameriprise. Outside of his advisory role, he serves on the boards of the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council. Balanced Wealth Group is a fee-based, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, providing discretionary investment management and financial planning services through a five-advisor team.
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