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 2 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.