Linda Leitz
Peace of Mind Financial Planning, Inc · Colorado Springs, Colorado
Linda Leitz is a fee-only financial advisor at Peace of Mind Financial Planning, Inc in Colorado Springs, Colorado, who holds the CFP and EA credentials. Linda focuses on divorce financial planning. Peace of Mind Financial Planning, Inc reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| 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 | CFP · EA |
| SEC registration | Investment adviser representative in CO, TX · CRD 2311643 |
| Exams passed | Series 63 (1993) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | peaceofmindfinancialplanning.com |
| Profile |
How Linda's firm compares
- Peace of Mind Financial Planning, Inc's average account is about $306,000, from its Form ADV (assets managed divided by 404 accounts).
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Questions about Linda
Is Linda Leitz a fee-only financial advisor?
Yes. Linda Leitz is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Linda's firm.
How does Linda charge for financial advice?
Linda's firm, Peace of Mind Financial Planning, Inc, reports charging hourly fees and fixed fees on its SEC Form ADV.
Does Linda work with clients virtually?
Yes. Peace of Mind Financial Planning, Inc says on its website that it works with clients remotely.
Where is Linda Leitz based?
Linda Leitz is based in Colorado Springs, Colorado.
What does Linda specialize in?
Linda's specialties include divorce financial planning.
What credentials does Linda Leitz hold?
Linda Leitz holds the CFP and EA credentials.
Is Linda Leitz registered with the SEC?
Yes. Linda Leitz is registered as an investment adviser representative in CO and TX (CRD 2311643), 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 Linda Leitz?
Through Linda's website, peaceofmindfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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