Good Balance FP LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Good Balance FP LLC provides investment management and financial planning to individuals, trusts, charitable organizations, businesses and qualified retirement plans. Services described in the brochure include discretionary portfolio management, written financial plans, advisory oversight of annuity sub‑accounts, and participant‑directed employee retirement plan services.
The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory, typically implementing diversified, passive mutual fund and ETF portfolios and relying heavily on funds offered by Dimensional Fund Advisors. Good Balance FP uses Monte Carlo analysis and model portfolios supplied by a third‑party sub‑adviser (FPAS), may retain an external fixed‑income manager for managed bond portfolios, and will employ interval funds or retain individual securities only in limited, suitability‑driven situations where tax or other client considerations warrant it.
Distinctive features for a solo independent adviser include managing roughly $34 million for about two dozen clients while outsourcing significant operational and sub‑advisory functions to FPAS and using a third‑party cash aggregation service (Flourish Cash via Stone Ridge). The firm also discloses practices that differ from many peers, such as not voting client proxies, avoiding commission‑based product sales, and structuring engagement entry around a minimum annual advisory fee rather than an account‑size threshold.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $5,000 to $12,000 annually.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.40%
Financial planning hourly rate at $350 per hour.
Minimum fee: Minimum annual fees start at $5,000 for individuals and $7,000 for couples, not to exceed $10,000 and $12,000, respectively. Fee-only: Financial planning fixed fees typically range from $5,000 to $12,000 annually; hourly rate at $350 per hour.
Main office
11755 Wilshire Blvd, Suite 1250
Los Angeles CA 90025
Advisors at this office
1
Most active in
California
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.
Forms ADV
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