Dani Parris-Exline
Peace of Mind Financial Planning, Inc. · Colorado Springs, Colorado
Dani Parris-Exline is a fee-only financial advisor at Peace of Mind Financial Planning, Inc. in Colorado Springs, Colorado, who holds the AFC, CFP and CDFA credentials.
- $124M
- Firm assets managed
- $306,000
- Firm's average account
- 2020
- First securities exam
What Dani focuses on
How does Dani's firm compare?
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Peace of Mind Financial Planning, Inc.'s average account is about $306,000, from its Form ADV (assets managed divided by 404 accounts).
Questions about Dani
Is Dani Parris-Exline a fee-only financial advisor?
Yes. Dani Parris-Exline is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dani's firm.
How does Dani Parris-Exline charge for financial advice?
Dani's firm, Peace of Mind Financial Planning, Inc., reports charging hourly fees and fixed fees on its SEC Form ADV.
Does Dani Parris-Exline work with clients virtually?
Yes. Peace of Mind Financial Planning, Inc. says on its website that it works with clients remotely.
Where is Dani Parris-Exline based?
Dani Parris-Exline is based in Colorado Springs, Colorado.
What does Dani Parris-Exline specialize in?
Dani Parris-Exline's specialties include divorce financial planning.
What credentials does Dani Parris-Exline hold?
Dani Parris-Exline holds the AFC, CFP, CDFA, EA, MBA and PhD credentials.
Is Dani Parris-Exline registered with the SEC?
Yes. Dani Parris-Exline is registered as an investment adviser representative in CO and TX (CRD 7285794), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Peace of Mind Financial Planning, Inc. manage?
Peace of Mind Financial Planning, Inc. reports $123.6M across 404 accounts in assets under management.
How do I contact Dani Parris-Exline?
Through Dani Parris-Exline's website, peaceofmindfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Peace of Mind Financial Planning, Inc. |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $123.6M across 404 accounts |
| Credentials | AFC · CFP · CDFA · EA · MBA · PhD |
| SEC registration | Investment adviser representative in CO, TX · CRD 7285794 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | peaceofmindfinancialplanning.com |
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Other fee-only advisors in Colorado Springs
Other advisors in Colorado who focus on divorce financial planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Peace of Mind Financial Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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