A complete list of active advisors currently associated with Beyond Balanced Financial Planning, LLC

Warmer can help you find a great advisor at Beyond Balanced Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Beyond Balanced Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Crystal Rau	Midland, TX	15

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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.

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