Balance Wealth
Typically responds within 24 hours
FOUNDING YEAR
2012
NUMBER OF EMPLOYEES
6 - 20 employees
Balance Wealth's Assets Under Management (AUM)
$100M - $500M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
Balance Wealth
We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love.
Clients who would be a good fit
30-50 year old high earners and business owners who want a heavy focus on financial planning and tax planning
Clients who wouldNOTbe a good fit
Individuals looking for a cookie cutter approach to investing
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.6% to 1%
One-Time Financial Planning Fee
$2,500 to $1,000
Monthly Retainer
$99 to $1,000
Subscription
$99 to $1,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
