Peace of Mind Financial Planning provides custom financial planning services to individuals, families, and non-profit organizations. They offer advice on investments, retirement, education funding, tax planning, estate planning, cash flow, budgeting, insurance, and record keeping. Peace of Mind Financial Planning does not sell any financial products and is compensated solely by client fees.
Assets Under Management$120M
Clients123
Advisors2
Avg. per Client$960K
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
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.
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