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PEACE OF MIND FINANCIAL PLANNING, INC
Legal name: PEACE OF MIND FINANCIAL, INC
CRD 289067File 801-122428
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$123.6M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $123.6M
Clients
121
404 accounts
Employees
5
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 30, 2021
- Principal office
- 7222 COMMERCE CENTER DRIVE, SUITE 175, COLORADO SPRINGS, CO, 80919
- Phone
- 719-836-8181
- Website
- HTTP://WWW.LINDALEITZ.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $123.6M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $123.6M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 404
- Total accounts
- 404
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.2M |
| High net worth individuals | 17 | $63.6M |
| Individuals (other than high net worth individuals) | 104 | $54.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.