Overview
Assets Under Management: $124 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 17
Average Client Assets: $3.7 million
Frequently Asked Questions
PEACE OF MIND FINANCIAL PLANNING, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289067), PEACE OF MIND FINANCIAL PLANNING, INC is subject to fiduciary duty under federal law.
PEACE OF MIND FINANCIAL PLANNING, INC is headquartered in COLORADO SPRINGS, CO.
PEACE OF MIND FINANCIAL PLANNING, INC serves 17 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, PEACE OF MIND FINANCIAL PLANNING, INC offers financial planning and portfolio management for individuals. View all service details ↓
PEACE OF MIND FINANCIAL PLANNING, INC manages $124 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, PEACE OF MIND FINANCIAL PLANNING, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.46%
Average Client Assets: $3.7 million
Total Client Accounts: 404
Non-Discretionary Accounts: 404
Regulatory Filings
CRD Number: 289067
Filing ID: 2051680
Last Filing Date: 2026-03-27 11:36:05