Danielle Parris-Exline
Danielle Parris-Exline is a CFP-designated registered investment advisor at Peace of Mind Financial Planning, INC, based in Colorado Springs, CO, with 5 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 123 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Peace of Mind Financial Planning provides ongoing financial planning and investment advice. You always have the final say on investment decisions. Peace of Mind Financial Planning will monitor your accounts and recommend changes, but you are responsible for implementing recommendations for assets held outside of your designated accounts.
Contact
Danielle Parris-Exline
Location
7222 Commerce Center Drive, Suite 175, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Danielle owns Wanderlust Financial Coaching and Exline Consulting LLC, both currently inactive and non-investment related. Exline Consulting LLC provided Human Resources Information Systems (HRIS) implementation support.
Employment History
Current Registrations
Peace of Mind Financial Planning, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams