Danielle Parris-Exline
Danielle Parris-Exline is a CFP-designated registered investment advisor at Peace of Mind Financial Planning, INC, based in Colorado Springs, CO, with 6 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 121 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peace of Mind Financial Planning manages client portfolios on a non-discretionary basis, meaning they require your approval before executing any trades. Investment management is bundled with ongoing financial planning services. Most clients pay annual fixed fees ranging from $5,000 to $35,000, determined by the complexity of their financial situation and the time required. For family members of existing clients, reduced annual fees ranging from $1,200 to $4,500 may apply.
Contact
Danielle Parris-Exline
Location
7222 Commerce Center Drive, Suite 175, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Danielle owns Wanderlust Financial Coaching and Exline Consulting LLC, both currently inactive and non-investment related. Exline Consulting LLC provided Human Resources Information Systems (HRIS) implementation support.
Employment History
Current Registrations
Peace of Mind Financial Planning, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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