Peace of Mind Wealth Management fees and pricing
Financial planner in Raleigh, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 25, 2026, Peace of Mind Wealth Management charges $350 an hour, a flat or project fee of $2,500-$10,000, and an annual fee of $12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The hourly rate used for this purpose is $350/hour.”
- Flat or project fee
- $2,500-$10,000
“Financial Planning fees are fixed fees only and range from $2,500 to $10,000.”
- Annual fee
- $12,000/yr
“Clients whose assets under management do not reach our portfolio minimum of $800,000 will pay a fixed fee of $12,000 a year until which time they meet the minimum portfolio requirement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peace of Mind Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be calculated as a percentage of assets under management (AUM) based on the average daily balance of the account(s) and deducted from Client account(s) in arrears on a monthly basis.”
- “Fees are billed monthly in arrears based on the average daily balance of each month.”
- “If services commenced in the middle of the billing period, then the prorated fee for that billing period and any fees due to the Firm will be deducted from the Client’s account prior to termination.”
How Peace of Mind Wealth Management’s fees compare
- Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 10 of the 23 other planners in Raleigh that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$10,000 spans the North Carolina median of $4,800. 65% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 11 of the 20 other planners in Raleigh that publish a flat or project fee charge less.
- Its annual fee of $12,000 is above the North Carolina median of $6,000. 73% of the 49 other North Carolina planners that publish an annual fee charge less.
- 3 of the 5 other planners in Raleigh that publish an annual fee charge less.
About Peace of Mind Wealth Management
- Principal: Radon Stancil
- Firm size: 18 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 324
- Employees
- 18
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $283,345,420
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317067
- Phone
- (919) 787-8866
Can advise clients in 6 states: Florida, North Carolina, Pennsylvania, South Carolina, Texas, Utah
Other planners in Raleigh that publish fees
- Advisorstrust Partners LLCRaleigh$500/hr, $2,000-$20,000
- Armor Investment Advisors, LLCRaleigh$250-$300/hr, $2,500-$40,000
- Beacon Financial Strategies Corp.Raleigh$400/hr
- Beacon Wealthcare LLCRaleigh$15,000
- Cameron Advisors, LLCRaleigh$200/hr
- Cima FinancialRaleigh$350/hr, $2,200-$30,000
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.