Peaceful Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Peaceful Advisors LLC provides portfolio management and one-time financial planning services to individual and high-net-worth clients. The solo advisor manages roughly $8.38 million across 13 client relationships and bills advisory services on an asset-based fee basis.
The firm prepares an Investment Policy Statement for each client and applies a broad set of analytical approaches — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — to construct portfolios. PAL generally requests discretionary trading authority for accounts while also offering non-discretionary services, and conducts at least quarterly account reviews.
Noteworthy operational features include a recent transition from state to SEC registration, a firm policy requiring clients to custody assets at Interactive Brokers, and a stated practice of not aggregating trades for multiple clients. The adviser also utilizes higher-risk tactics such as short sales, margin and options trading and typically delivers financial plans as a one-time service unless clients engage for ongoing work.
Client services
Expertise
Fee options
Up to $1,000 fixed fee for financial planning based on complexity and estimated time
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Main office
17291 Irvine Blvd Suite 260
Tustin CA 92782
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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