Danielle
Parris-Exline
Peace Of Mind Financial Planning, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Danielle Parris-Exline is a certified financial planner based out of Colorado Springs, Colorado with a total of 3 years of industry experience. Parris-Exline is an advisor for Peace Of Mind Financial Planning, Inc. Their career trajectory has included roles at Wanderlust Financial Coaching, Harris Corporation, Envision Radiology and Peace Of Mind Financial Planning, Inc. Parris-Exline holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Colorado and Texas. Peace Of Mind Financial Planning, Inc is a registered investment company that has its headquarters in Colorado Springs, CO. It manages $106 million in total assets across its 426 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 426 accounts, just 13% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fees typically depend on which services the firm provides the client. However, fees charged by Peace Of Mind Financial Planning, Inc likely include hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Peace Of Mind Financial Planning, Inc Brokerage Details
$105,787,239
6
426
$248,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Danielle Parris-Exline Work History
Danielle has been registered as a financial advisor for 3 years.*
Peace Of Mind Financial Planning, Inc
Peace Of Mind Financial Planning, Inc
Wanderlust Financial Coaching
Harris Corporation
Envision Radiology
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Danielle Parris-Exline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peace Of Mind Financial Planning, Inc
Colorado Springs, CO
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
