PeaceLink Financial Planning LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 71 individual clients.
- Its average account is about $79,000 (assets it manages divided by its 355 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Virginia Beach, Virginia |
|---|---|
| Website | peacelinkfp.com |
| [email protected] | |
| Phone | (757) 504-2765 |
Questions about PeaceLink Financial Planning LLC
How is PeaceLink Financial Planning LLC paid?
PeaceLink Financial Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does PeaceLink Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at PeaceLink Financial Planning LLC, and 2 hold the CFP.
What is the average account at PeaceLink Financial Planning LLC?
PeaceLink Financial Planning LLC's average account is about $79,000. That's the assets on its Form ADV divided by its 355 accounts.
PeaceLink Financial Planning LLC fees
PeaceLink Financial Planning LLC 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 71 |
| Accounts managed | 355 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 315129 |