Peace of Mind Financial Planning, Inc. at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 5 employees and 121 individual clients, 17 of them high net worth.
- Its average account is about $306,000 (assets it manages divided by its 404 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | peaceofmindfinancialplanning.com |
| [email protected] | |
| Phone | (719) 838-8181 |
Questions about Peace of Mind Financial Planning, Inc.
How is Peace of Mind Financial Planning, Inc. paid?
Peace of Mind Financial Planning, Inc.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Peace of Mind Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Peace of Mind Financial Planning, Inc..
What is the average account at Peace of Mind Financial Planning, Inc.?
Peace of Mind Financial Planning, Inc.'s average account is about $306,000. That's the assets on its Form ADV divided by its 404 accounts.
What does Peace of Mind Financial Planning, Inc. specialize in?
Peace of Mind Financial Planning, Inc.'s advisors and website list divorce financial planning.
Peace of Mind Financial Planning, Inc. fees
Peace of Mind Financial Planning, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $124 million |
| Individual clients | 104 |
| High-net-worth clients | 17 |
| Accounts managed | 404 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-122428) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 289067 |