COLORADO SPRINGS, COCRD 289067Latest ADV March 27, 2026
Peace of Mind Financial Planning, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 27, 2026, reports $124M in regulatory assets under management, 5 employees, and 404 accounts.
Assets Under Management
$124M
Employees
5
Offices
--
Total Clients
121
Primary office
COLORADO SPRINGS, CO
7222 COMMERCE CENTER DRIVE, SUITE 175, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.0% of total clients.
Top client categories% of clientsClients
1
Individuals
86.0%
104
2
HNWI
14.0%
17
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$124M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$124M
Total Accounts404
10Y AUM Change+$7M (+6.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.