Radon Stancil
Advisor at Peace of Mind Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Peace of Mind Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27607
Credentials
CFP®
Industry experience
19 years
Radon Stancil is a CFP® professional with 18 years of industry experience, currently serving at Peace of Mind Wealth Management. His prior roles include positions at Reutemann Financial Solutions, Inc. and Diversified Estate Service, LLC. In addition to his advisory role, he is a managing member of POM Tax Strategies, LLC, which provides tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment advisor managing approximately $283 million for individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing mutual funds, ETFs, individual equities, and fixed income, while integrating financial planning and coordinating estate and tax planning through affiliated entities.
Based on Peace of Mind Wealth Management
Based on Peace of Mind Wealth Management
Fixed fees for standalone financial planning ranging from $2,500 to $10,000.
Hourly rate of $350/hour used for proration upon financial planning agreement termination.
Account minimum: $800,000 Minimum fee: Clients with assets under $800,000 pay a fixed fee of $12,000 per year until minimum portfolio requirement is met. Fee-only: Standalone financial planning services offered as fixed fees ranging from $2,500 to $10,000.
4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
North Carolina · Texas
POM Investment Strategies, LLC
2021 - Present (5 years)
Peace of Mind Wealth Management, LLC
2020 - Present (6 years)
Reutemann Financial Solutions, Inc.
2012 - 2021 (9 years)
Diversified Estate Service, LLC
2001 - 2020 (19 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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