A Fee-Only Fiduciary Firm
Fee-only means that you pay only for our advice, guidance and management, never a commission for any investment product. Unlike most advisors, we take no commissions and do not sell any investment or insurance products. We are only compensated by our clients, never any third parties. Being an independent fee-only planning firm enables us to provide clients with personalized, objective advice. We have a fiduciary duty to all clients at all times.
Fee-only is not the same as "fee-based" - advisors who described themselves as "fee-based" can receive third party compensation and sales fees.
National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors. Charlo and Vera are both NAPFA-Registered Financial Advisors, the highest level membership of the National Association.
Certified Financial Planner Board of Standards
Vera is a CERTIFIED FINANCIAL PLANNER™ professional. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.
State & Federal Registration
Peace of Money LLC is a Registered Investment Advisor (RIA) registered in the Commonwealth of Massachusetts and the State of New Hampshire. We work with clients across the country.
Charlo Maurer and Vera Kelsey-Watts are Registered Investment Advisor Representatives (RIARs) of Peace of Money.
For further information, visit the Financial Industry Regulatory Authority (FINRA) BrokerCheck