Peace of Mind Financial Planning, Inc logo

Peace of Mind Financial Planning, Inc

Updated today
Connect with this firm

Total assets under management

$118,127,180

Total clients

123

13% high-net worth

Total advisors

3

of 5 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

41

Average account size

$960,384

About

Peace of Mind Financial Planning, Inc. provides customized financial planning and portfolio advice to individuals, families, and non-profit organizations, serving a client base that includes mid- to high-net-worth households and clients navigating life events such as divorce or the death of a spouse. The firm operates on a fee-only basis and prepares personal tax returns for many clients as part of its service offerings.

The firm manages client accounts exclusively on a non-discretionary basis—reporting approximately $118 million of client assets managed non-discretionarily and no discretionary AUM—and implements investment recommendations only after obtaining client approval. Its investment approach emphasizes long-term, diversified allocations using mutual funds and ETFs and incorporates client assets held both inside and outside retirement accounts into functional asset-allocation advice.

Noteworthy among peers, Peace of Mind uses a fixed-fee (non–percentage-of-AUM) compensation model and routinely provides tax-preparation and divorce-focused financial consulting, services that are less common for firms in its category. The firm requires clients to use specified custodians for custody and trade execution and participates in those custodians’ institutional programs, which provide operational benefits to the firm that it discloses as a potential conflict.

Client services

Financial planning Portfolio management
Tax preparation services; consulting regarding financial issues relating to divorce

Fee options

Fixed

Fixed fees up to $1,500 for stand-alone tax preparation services; fixed fees for advisory services determined per client based on complexity and needs; most clients pay annual fees ranging from $5,000 to $35,000; family members of existing clients may pay reduced fees ranging from $1,500 to $4,500 annually

Project-based

Hourly fee up to $450 per hour for consultations related to financial concerns arising from divorce, offered at firm's discretion

Other

Account minimum: $5,000 minimum annual fee Minimum fee: Typically a minimum annual fee of $5,000; may be reduced or waived entirely at firm's discretion Fee-only: Firm is fee-only, compensated solely by advisory fees paid by clients; no commissions or referral fees accepted

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Peace of Mind Financial Planning, Inc

7222 Commerce Center Drive, Suite 175

Colorado Springs CO 80919, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 719-836-8181

Advisors at this firm

Scroll left Scroll right

Linda L

CFP®, EA

Colorado Springs, CO

Peace of Mind Financial Planning, Inc

Peace of Mind Financial Planning takes a team approach. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money to help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)

General retirement planning Mid-Career Professionals Gen X (Born 1965-1980)
user avatar

Danielle P

CFP®, Series 65

Colorado Springs, CO

Peace of Mind Financial Planning, Inc
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")