# Peace of Mind Financial Planning, Inc

> Peace of Mind Financial Planning, Inc is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 289067
- Filed as: PEACE OF MIND FINANCIAL PLANNING, INC
- Legal name: Peace of Mind Financial, Inc
- Also doing business as: PEACE OF MIND FINANCIAL PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289067
- AdvisorCensus page: https://advisorcensus.com/firm/peace-of-mind-financial-planning-inc-colorado-springs-co-289067

## Quick answers

**How is Peace of Mind Financial Planning, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Peace of Mind Financial Planning, Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does Peace of Mind Financial Planning, Inc charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $450 an hour (consultations related to financial concerns arising in the context of a…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Peace of Mind Financial Planning, Inc located?**
Peace of Mind Financial Planning, Inc's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Peace of Mind Financial Planning, Inc registered with the SEC or a state?**
Peace of Mind Financial Planning, Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 289067.

**How much does Peace of Mind Financial Planning, Inc manage?**
Peace of Mind Financial Planning, Inc reports $123,633,619 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have Peace of Mind Financial Planning, Inc's assets and staff changed since 2021?**
In the Form ADV data for Peace of Mind Financial Planning, Inc: Regulatory assets under management: $116,161,000 in the October 2021 data and $123,633,619 in the October 2026 data, up 6%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peace of Mind Financial Planning, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (17).

**Which custodians does Peace of Mind Financial Planning, Inc use?**
Peace of Mind Financial Planning, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Peace of Mind Financial Planning, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289067

**What changed in Peace of Mind Financial Planning, Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Minimum annual fee: $5,000

> Except as described in Item 5, we typically require a minimum annual fee of $5,000. We may reduce or waive this minimum fee requirement entirely based on legacy client relationships or other client specific factors as we may determine in our sole discretion.

- Hourly rate: $450 an hour (consultations related to financial concerns arising in the context of a…)

> On rare occasions, w e may offer to charge the client hourly fees for consultations related to financial concerns arising in the context of a divorce. ... will not exceed $450 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,633,619
- Discretionary: $0
- Non-discretionary: $123,633,619

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $54,849,567 |
| High net worth individuals | 17 | $63,624,219 |
| Charitable organizations | Fewer than 5 | $5,159,833 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lindaleitz.com](https://lindaleitz.com)
- [peaceofmindfinancialplanning.com](https://peaceofmindfinancialplanning.com)
- LinkedIn @daniparrisexline
- LinkedIn @linda-leitz-5485aab2

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,161,000 | 7 | August 31, 2021 |
| October 2022 | $120,749,411 | 6 | February 22, 2022 |
| October 2023 | $105,787,239 | 6 | March 9, 2023 |
| October 2024 | $115,313,714 | 6 | March 27, 2024 |
| October 2025 | $118,127,180 | 5 | February 28, 2025 |
| October 2026 | $123,633,619 | 5 | March 27, 2026 |

Regulatory assets under management: $116,161,000 in the October 2021 data and $123,633,619 in the October 2026 data, up 6%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peace of Mind Financial Planning, Inc (CRD 289067): Form ADV filing data as of October 2026.