# EDGAR Filing Document

**Accession Number:** 0000009318
**File Stem:** 0000009318-26-000003
**Filing Date:** 2026-6
**Character Count:** 2548
**Document Hash:** 8335448f3ba3b49a495f50cf0a98a4c3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000009318-26-000003.hdr.sgml**: 20260617

**ACCESSION NUMBER**: 0000009318-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250531

**FILED AS OF DATE**: 20260617

**DATE AS OF CHANGE**: 20260617

**EFFECTIVENESS DATE**: 20260617

**PERIOD START**: 20240601

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BALANCED SECURITY PLANNING, INC.
- **CENTRAL INDEX KEY:** 0000009318

**ORGANIZATION NAME:**
- **EIN:** 591259258
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-14842
- **FILM NUMBER:** 261096955

**BUSINESS ADDRESS:**
- **STREET 1:** 4701 TELLER AVENUE
- **STREET 2:** 102
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660
- **BUSINESS PHONE:** (949) 421-1694

**MAIL ADDRESS:**
- **STREET 1:** 4701 TELLER AVENUE
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BALANCED SECURITY PLANNING INC                          /BD
- **DATE OF NAME CHANGE:** 20000101

### Attached PDF Documents

**Attachment 1:** `balancedpublic2025.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000009318

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 06-01-2024

**Report Period End Date:** 05-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** BALANCED SECURITY PLANNING, INC.

**Business Address:** 4701 TELLER AVENUE, 102, NEWPORT BEACH, CA, 92660

**Contact Person:** George@balancedsecurityplanning.com

**Contact Phone:** 949-421-1694

### Independent Public Accountant Identification

**Accountant Name:** David Lundgren & Company CPA, Chartered

**Accountant Address:** 505 N. Murlen Rd, Olathe, KS, 66062

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **George N. Gopiao**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **BALANCED SECURITY PLANNING, INC.**, as of **05-31-2025**, are true and correct.

**Signature:** George N. Gopiao

**Title:** CEO