# Julia Peloso-Barnes

> Julia Peloso-Barnes is a fee-only financial advisor at Prism Planning & Solutions Group in White Plains, New York, who holds the CFP credential. Julia focuses on retirement planning. Prism Planning & Solutions Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/julia-peloso-barnes/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Prism Planning & Solutions Group
- **Based in:** White Plains, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $157.0M across 426 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 1260944 (https://adviserinfo.sec.gov/individual/summary/1260944)
- **SEC registration:** Investment adviser representative in FL, NY
- **Exams passed:** Series 63 (1984), Series 65 (1996)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.ppsgrp.com

## Frequently asked questions

### Is Julia Peloso-Barnes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julia holds no broker registration, and Prism Planning & Solutions Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julia charge for financial advice?

Julia's firm, Prism Planning & Solutions Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Julia Peloso-Barnes based?

Julia Peloso-Barnes is based in White Plains, New York.

### What does Julia specialize in?

Julia's specialties include retirement planning.

### What credentials does Julia Peloso-Barnes hold?

Julia Peloso-Barnes holds the CFP credential.

### Is Julia Peloso-Barnes registered with the SEC?

Yes. Julia Peloso-Barnes is registered as an investment adviser representative in FL and NY (CRD 1260944), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Prism Planning & Solutions Group manage?

Prism Planning & Solutions Group reports $157.0M across 426 accounts in assets under management.

### How do I contact Julia Peloso-Barnes?

Through Julia's website, www.ppsgrp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1260944): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ppsgrp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.