PEACE OF MIND FINANCIAL PLANNING, INC

7222 Commerce Center Drive
Suite 175
Colorado Springs, Colorado 80919
Tel: 719-836-8181

About PEACE OF MIND FINANCIAL PLANNING, INC

PEACE OF MIND FINANCIAL PLANNING, INC, formally registered with the SEC as PEACE OF MIND FINANCIAL PLANNING, INC. The firm was established in 09/30/2021. They have over 1 offices throughout the country.

PEACE OF MIND FINANCIAL PLANNING, INC is a Colorado Springs, Colorado based Financial Planning firm with nearly $118,127,180 assets under management, offering retirement planning & investment advisory services to 429 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289067
SEC#	801-122428
Assets Managed by Firm	$118,127,180
No. of Clients	429
No. of Advisors	5

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PREPARATION SERVICES; CONSULTING REGARDING FINANCIAL ISSUES RELATING TO DIVORCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	429	$118,127,180
Individuals (other than high net worth individuals)	107	$53,447,350
High net worth individuals	16	$57,583,016
Charitable organizations	Fewer than 5 clients	$7,096,814

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