Peace Of Money
Peace Of Money (CRD# 130882) is a financial advisory firm headquartered in , . They manage $15,782,888 in 51 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$309,468
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Vera Kelsey-Watts (CRD# 6276017) is an Investment Advisor Representative working at Peace Of Money in Watertown, MA and has over 4 years of experience in the finance industry. Vera Kelsey-Watts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charlo Maurer (CRD# 4793746) is an Investment Advisor Representative working at Peace Of Money in Watertown, MA and has 1 year of experience in the finance industry.