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Pace Financial Advisors

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Total assets under management

$390,054,826

More info

Total clients

1,336

3% high-net worth

Total advisors

10

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

134

Average account size

$291,957

Client services

Financial planning Portfolio management Retirement plan consulting services

Fee options

Percentage

$0+: 0.50% - 2.00% annually N/A - N/A: Up to additional 0.25% per annum for options-based strategies

Commissions

Certain associated persons are dually registered with LPL Financial and may receive commissions and trails for securities and insurance products sold separately from advisory services

Project-based

Up to $350 per hour for financial planning and consulting services

Other

Fee-only: Hourly fee up to $350 per hour for stand-alone financial planning and consulting services

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Pace Financial Advisors

421 Se Washington Street

Hillsboro OR 97123, United States

Number of offices

2

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 971-727-8434

Advisors at this firm

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Christopher M

Series 66

Hillsboro, OR

Pace Financial Advisors
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Nathan B

Series 66

Hillsboro, OR

Pace Financial Advisors
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Grant L

Series 65

Hillsboro, OR

Pace Financial Advisors
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Jeffrey E

Series 66

Hillsboro, OR

Pace Financial Advisors
user avatar

Dylan B

Series 65

Ashville, OH

Pace Financial Advisors
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Jeremiah E

Series 65

Hillsboro, OR

Pace Financial Advisors
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Kevin M

Series 65

Hillsboro, OR

Pace Financial Advisors
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Erik D

Series 65

Hillsboro, OR

Pace Financial Advisors
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Zachary M

Series 65

Hillsboro, OR

Pace Financial Advisors
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