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JP
CFP
JP
CFP

Julia Peloso-Barnes

Prism Planning and Solutions Group
42 Years of Experience
White Plains, NY
1 Disclosure
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Julia Peloso-Barnes is a CFP-designated registered investment advisor at Prism Planning and Solutions Group, based in White Plains, NY, with 42 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 426 clients with $160M in assets under management.

Prism Planning and Solutions Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
426 clients
Average Client Portfolio
$369K average
Assets Under Management
$157.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.90%
$1.0M - $3.0M0.80%
$3.0M - $6.0M0.70%
$6M+0.60%

Fees are negotiable. Minimum annual fee of $500 applies. Firm also offers a Wealth Management program combining investment management and financial advice with rates ranging from 0.50% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

777 Westchester Ave., Suite 101, White Plains, NY, 10604

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History

Regulatory History (1)
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Customer Dispute
September 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Julia is the Immediate Past President and a board member of the Estate Planning Council of Westchester, a non-profit organization. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Prism Planning and Solutions Group
February 2026 - Present · 8 mos
Previous Registrations
Insight Advisors, LLC
October 2020 - April 2026 · 5 yrs 6 mos
Morgan StanleyBroker
July 2011 - October 2020 · 9 yrs 3 mos
Morgan Stanley
July 2011 - October 2020 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - August 2011 · 5 yrs
Merrill Lynch Pierce Fenner & Smith INC.
May 2001 - December 2005 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1992 - August 2011 · 19 yrs 3 mos
First Investors CorporationBroker
April 1984 - February 1992 · 7 yrs 10 mos
State Registrations2 states
FLNY
Advisor

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Exams
No exam information available for this advisor.
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