P
Peaceful Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,381,358
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$644,720
About
Peaceful Advisors LLC provides portfolio management and one-time financial planning services to individual and high-net-worth clients. The solo advisor manages roughly $8.38 million across 13 client relationships and bills advisory services on an asset-based fee basis.
The firm prepares an Investment Policy Statement for each client and applies a broad set of analytical approaches — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — to construct portfolios. PAL generally requests discretionary trading authority for accounts while also offering non-discretionary services, and conducts at least quarterly account reviews.
Noteworthy operational features include a recent transition from state to SEC registration, a firm policy requiring clients to custody assets at Interactive Brokers, and a stated practice of not aggregating trades for multiple clients. The adviser also utilizes higher-risk tactics such as short sales, margin and options trading and typically delivers financial plans as a one-time service unless clients engage for ongoing work.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Up to $1,000 fixed fee for financial planning based on complexity and estimated time
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Main office location
Peaceful Advisors LLC
17291 Irvine Blvd Suite 260
Tustin CA 92782, United States
Number of offices
1
Most active in
Peaceful Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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.
-
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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