PeaceLink Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PeaceLink Financial Planning serves individual and high‑net‑worth clients, employer plan sponsors, and family offices with comprehensive financial planning, investment management, project‑based engagements, and graduate planning. The firm operates with two advisors and manages roughly $28 million in client assets, offering both ongoing advisory programs and limited‑scope planning projects.
The firm builds individualized investment policies through client discussions and uses a combination of passive and active strategies informed by Modern Portfolio Theory, with discretionary portfolio management and the option to utilize a sub‑advisor for model portfolios. Planning integrates multiple topics — cash flow, tax and estate considerations, insurance, and retirement projections — alongside ongoing account supervision and custodial relationships with major institutional platforms.
What distinguishes the firm from many peers is its affiliation with an accounting practice, PeaceLink Accounting LLC, which provides bookkeeping, payroll, and tax preparation and is sometimes contracted as part of integrated planning while clients remain free to choose other providers. The firm also provides family office coordination and a range of one‑time and ongoing planning services (including graduate planning and project work), capabilities that are less common for firms of similar size.
Client services
Expertise
Fee options
Graduate Planning fixed fee of $1,500; Retirement Plan Consulting has $2,500 upfront plus 0.5% AUM ongoing fee
$1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% Above $5,000,000+: 0.50%
$300 per hour for Project-Based Planning with minimum 8 hours ($2,400 minimum)
Account minimum: $1,000,000 (Wealth Scaler tier; minimum may be reduced or waived at Advisor’s discretion) Minimum fee: $5,000 minimum annual fee for Wealth Builder fixed fee clients Fee-only: Yes, fixed fees for Wealth Builder and fixed/project fees for planning services
Main office
1213 Laskin Rd, Suite 107
Virginia Beach VA 23451
Advisors at this office
2
Most active in
Oklahoma · Virginia
Also doing business as
Peacelink Financial Planning · Peacelink Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
Advisors at this firm
Cody H
CFP®, Series 66
Virginia Beach, VA
PeaceLink Financial Planning
Cody Hawkins is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at PeaceLink Financial Planning since 2024 and previously held roles at Wealthway Financial Advisors and Corebridge/VALIC Financial Advisors. Earlier in his career, he was involved with the Explore More Discovery Museum and the education sector. PeaceLink Financial Planning serves individual and high-net-worth clients, employer plan sponsors, and family offices by providing comprehensive financial planning, investment management, and project-based services. The firm uses a combination of passive and active investment strategies guided by Modern Portfolio Theory and is affiliated with an accounting practice that offers integrated bookkeeping, payroll, and tax preparation services.
Leland G
CFP®, EA
Virginia Beach, VA
PeaceLink Financial Planning
Hey there, I’m Leland! I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true. Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process. After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in. When I am not working with my clients, you can find me spending time with my wife, Lindy, our son, Levi, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating, drinking water, etc). As your Financial Planner, I promise you honesty, transparency, and commitment to your success.
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