Aralys Castillo
Advisor at Peace of Mind Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Peace of Mind Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27607
Credentials
Series 65
Industry experience
< 1 year
Based on Peace of Mind Wealth Management
Based on Peace of Mind Wealth Management
Fixed fees for standalone financial planning services ranging from $2,500 to $10,000
$0 - $799,999: Fixed fee of $12,000 per year $800,000+: Up to 2.00% annually (negotiable, based on assets under management)
Hourly rate of $350/hour for financial planning services prorated upon termination
Account minimum: $800,000 Minimum fee: Fixed fee of $12,000 per year for clients with assets under $800,000 until minimum portfolio requirement is met Fee-only: Standalone financial planning services with fixed fees ranging from $2,500 to $10,000
4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
North Carolina
Peace of Mind Wealth Management
2025 - Present (1 year)
Self Employed
2020 - 2025 (5 years)
Advanced Auto Parts
2017 - 2019 (2 years)
UNCG
2013 - 2017 (4 years)
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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