Peacelink Financial Planning fees and pricing
Financial planner in Virginia Beach, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Peacelink Financial Planning charges $300 an hour, a flat or project fee of $1,500, a quarterly fee of $10,000-$25,000, and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly fee is $300, with a minimum fee of 8 hours ($2,400).”
- Flat or project fee
- $1,500
“Our College Planning package is a fixed fee of $1,500.”
- Quarterly fee
- $10,000-$25,000/qtr
“The fixed fee can be a maximum of $250,000 per quarter, but generally ranges from $10,000 to $25,000 per quarter.”
- Annual fee
- $6,000/yr
“There is a minimum annual fee of $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peacelink Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Wealth 10 Builder clients pay an ongoing fixed fee billed on a monthly basis in arrears.”
- “The fees are negotiable. $500 is due upon signing the Client Contract, with the remaining due at the plan delivery.”
How Peacelink Financial Planning’s fees compare
- Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
- 3 of the 6 other planners in Virginia Beach that publish an hourly rate charge less.
- Its flat or project fee of $1,500 is below the Virginia median of $4,250. 15% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 1 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.
- Its annual fee of $6,000 is below the Virginia median of $6,350. 45% of the 55 other Virginia planners that publish an annual fee charge less.
- 2 of the 5 other planners in Virginia Beach that publish an annual fee charge less.
About Peacelink Financial Planning
“Wealth Builder & Wealth Scaler PLFP provides ongoing financial planning and investment management services through two programs: Wealth Builder and Wealth Scaler.”
- Principal: Leland Gross
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 71
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $28,078,692
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315129
- Phone
- (757) 279-5015
Other planners in Virginia Beach that publish fees
- Altura Wealth AdvisorsVirginia Beach$4,000-$25,000, $350-$2,500/mo
- Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500-$10,000
- Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000-$50,000
- Bellars Harris Wealth ManagementVirginia Beach$5,000-$25,000
- Compton Wealth Advisory Group, LLCVirginia Beach$150-$450/hr
- Cook Financial Designs, Inc.Virginia Beach$4,000-$40,000/yr
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.