Peace of Mind Financial Planning, Inc fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Peace of Mind Financial Planning, Inc charges $450 an hour and an annual fee of $5,000-$35,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“In those instances, the hourly fee we charge you will not exceed $450 per hour.”
- Annual fee
- $5,000-$35,000/yr
“FORM ADV PART 2A – FIRM BROCHURE Most clients who engage our ongoing services pay annual fees ranging from $5,000 to $35,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peace of Mind Financial Planning, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for annual services are billed quarterly in advance.”
How Peace of Mind Financial Planning, Inc’s fees compare
- Its hourly rate of $450 is above the Colorado median of $300. 89% of the 231 other Colorado planners that publish an hourly rate charge less.
- 19 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its annual fee of $5,000-$35,000 spans the Colorado median of $7,750. 81% of the 57 other Colorado planners that publish an annual fee charge less.
- 4 of the 6 other planners in Colorado Springs that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Peace of Mind Financial Planning, Inc
“Parris-Exline (“Dani”), AFC®, CFP®, are the owners of the firm, and both serve as the firm’s investment advisor representatives and provide financial advice to clients (“client,” “you,” and “your”). We provide custom-tailored financial planning services and advice to individuals, families, and non-profit organizations.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP® and EA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Divorce
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 121
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $123,633,619
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289067
- Phone
- (719) 836-8181
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.