Beyond Balanced Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beyond Balanced Financial Planning provides individualized financial planning, investment management, and ERISA retirement-plan services to individuals, trusts, small businesses, and employer‑sponsored retirement plans. The firm also delivers project‑based planning, participant education, and periodic seminars and speaking engagements.
The firm’s investment approach emphasizes Modern Portfolio Theory and predominantly passive management using index funds and ETFs, and it may implement third‑party model portfolios through custodial platforms. Portfolios are constructed around a written investment policy and are managed on a discretionary basis when authorized, with ongoing monitoring tied to client objectives and risk tolerance.
Notably, the firm offers pension and profit‑sharing plan consulting and acts as an ERISA fiduciary, including discretionary investment‑manager (Section 3(38)) services and assistance in selecting plan investment menus — services that are less common among independent advisers. The firm’s principal also undertakes outside retirement‑plan consulting and contract planning work, which the firm discloses as potential conflicts of interest in its Form ADV.
Client services
Expertise
Occupation focus
Fee options
Project Based Financial Planning fees generally quoted as fixed fees between $500 and $5,000.
$0 - $3,000,000: 1.00% $3,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $15,000,000: 0.50% $15,000,000.01+: 0.25%
$250 per hour if Comprehensive Financial Planning is terminated prior to 12 months and fees are calculated on time spent.
Comprehensive Financial Planning may be paid by fixed monthly or quarterly fees as part of annual fee arrangement.
Fee-only: Comprehensive Financial Planning: $3,500 - $20,000 annually based on complexity, paid monthly or quarterly; Project Based Financial Planning: $500 - $5,000 fixed fee; Educational Seminars: $0 to $10,000 per engagement or $0 to $200 per participant.
Main office
223 W Wall Street, Suite 215
Midland TX 79701
Advisors at this office
1
Most active in
Texas
Also doing business as
Beyond Balanced Financial Planning, LLC · Permian 401 K Plan Advisors
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)