Julia Peloso-Barnes
Prism Planning & Solutions Group · White Plains, New York
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.
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Specialties
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 |
| Assets under management | $157.0M across 426 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 1260944 |
| Exams passed | Series 63 (1984) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ppsgrp.com |
| Profile |
How Julia's firm compares
- Prism Planning & Solutions Group's average account is about $369,000, from its Form ADV (assets managed divided by 426 accounts).
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Questions about Julia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Prism Planning & Solutions Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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