Peace Of Money

Peace Of Money (CRD# 130882) is a financial advisory firm headquartered in Watertown, MA. They manage $12,000,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $315,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Peace Of Money
Showing 1 - 2 of 2 top financial advisors.
1
Vera Kelsey-Watts
CRD#: 6276017
Watertown, MA
89
Wealthminder
score

Vera Kelsey-Watts (CRD# 6276017) is an Investment Advisor Representative working at Peace Of Money in Watertown, MA and has over 3 years of experience in the finance industry.

2
Charlo J. Maurer
CRD#: 4793746
Watertown, MA
87
Wealthminder
score

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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.