Peace Within Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,340,933
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Peace Within Financial is a newly registered, fee‑only investment advisory firm that offers comprehensive financial planning, ongoing non‑discretionary investment management and supervisory services, and classroom‑style educational seminars and workshops. Its brochure indicates the firm typically works with individuals, high‑net‑worth clients, and families on topics such as retirement, tax, estate, insurance, and cash‑flow planning.
The firm describes an investment approach centered on functional asset allocation, long‑term buy‑and‑hold strategies, and mutual fund/ETF selection informed by fundamental analysis. Accounts are managed on a non‑discretionary basis, with trades implemented only after client approval and periodic monitoring (typically at least annually).
Compared with many firms in its peer group, Peace Within Financial highlights a formal educational‑seminar program that provides attendees classroom instruction and materials without individualized advice during the sessions. The firm is newly established with no reported assets under management, is led by a single principal with advanced academic and professional credentials, and discloses receipt of custodial and practice‑management benefits from its recommended custodian — a potential conflict the brochure notes for clients to consider.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Medicare planning
Debt management
Cash flow / budgeting
Fee options
Fixed registration fees for educational seminars range from $75 to $500 per attendee; fixed annual fees for advisory services range from $4,000 to $35,000
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Minimum fee: Annual fixed fees typically range from $4,000 to $35,000, may be outside this range based on client circumstances Fee-only: Firm is a fee-only advisor; sole compensation from advisory fees; no commissions or other compensation
Main office location
Peace Within Financial
Blacksburg VA, United States
Number of offices
1
Most active in
Peace Within Financial has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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