Beyond Balanced Financial Planning, LLC

Beyond Balanced Financial Planning, LLC (CRD# 290690) is a financial advisory firm headquartered in Midland, TX. They manage $10,073,841 in 159 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
223 W Wall Street, Suite 215, Midland, TX 79701
https://www.linkedin.com/in/crystal-rau/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $63,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Beyond Balanced Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Crystal Rau, financial advisor Midland TX
Crystal L. Rau
CRD#: 5209916
223 W Wall Street, Suite 215, Midland, TX 79701

Crystal Rau (CRD# 5209916) is an Investment Advisor Representative working at Beyond Balanced Financial Planning, LLC in Midland, TX and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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