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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $309,468
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, NH

Financial Advisors at Peace Of Money
Showing 1 - 2 of 2 top financial advisors.
1
Vera Kelsey-Watts
CRD#: 6276017
Watertown, MA
93
Wealthminder
score

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.

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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