# Wealth Balance Advisors

- **Website:** <https://wealthbalanceadvisors.com>
- **Primary alias:** `wealthbalanceadvisors.com`

## Description

Wealth Balance Advisors helps people approaching or living in retirement develop clear, personal financial plans. Based in Birmingham, Alabama, the brand centers its process on the Retirement Ratio: a single figure representing the earnings rate a client’s portfolio needs to support their retirement lifestyle. The firm offers a focused session to review income, savings, expenses, and goals, then provides a retirement plan clients can keep. Its services include retirement income strategies, investment management with diversified portfolios tailored to a client’s target, tax planning to help minimize lifetime tax burdens, and estate planning coordinated with clients’ other advisors. The process begins with a no-pressure introductory call, continues with a Retirement Ratio review, and can include regular meetings to explore planning options. Wealth Balance Advisors describes its approach as fee-only, with no commissions and a maximum AUM fee of 0.85%, and cites 25 years of experience. Investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. The firm also provides a free Retirement Ratio guide and a quarterly newsletter.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idvE8zZRkp/w/400/h/400/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790448358315)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Eden | #0f4f5e | accent |
| Boulder | #787878 | dark |
| White | #ffffff | light |

## Fonts

- var(--font-family) — asset _(custom)_
- var(--font-family) — asset _(custom)_

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_Source: <https://brandfetch.com/wealthbalanceadvisors.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._