Peace Within Financial fees and pricing
Financial planner in Blacksburg, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Peace Within Financial charges a flat or project fee of $75-$500 and an annual fee of $4,000-$35,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $75-$500
“Educational Seminars and Workshops Advisory fees for educational seminars typically take the form of a fixed registration fee ranging from $75 – $500 per attendee, depending on the nature and scope of the course and course materials to be distributed.”
- Annual fee
- $4,000-$35,000/yr
“Most clients pay an annual fixed fee ranging from $4,000 - $35,000 per year, though some clients may be subject to an annual fixed fee outside this range.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peace Within Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fixed fee will be charged quarterly, in arrears, in equal installments and will recur from year-to-year until the relationship is terminated by you or PWF.”
- “Clients are never charged more than $500 six (6) or more months in advance for our advisory services.”
- “This fee will be charged quarterly in arrears and will recur from year-to-year until the relationship is terminated by you or PWF.”
How Peace Within Financial’s fees compare
- Its flat or project fee of $75-$500 is below the Virginia median of $4,250. 1% of the 168 other Virginia planners that publish a flat or project fee charge less.
- Its annual fee of $4,000-$35,000 spans the Virginia median of $6,350. 85% of the 55 other Virginia planners that publish an annual fee charge less.
About Peace Within Financial
“In some instances, we may offer ongoing financial planning and non-discretionary investment management and supervisory services on a stand-alone basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- College planning
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $2,340,933
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333683
- Phone
- (434) 408-8309
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
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.