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Pacesetter Planning LLC

Updated today

Total assets under management

$7,410,445

Total clients

13

23% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

13

Average account size

$570,034

Client services

Financial planning Portfolio management Educational seminars or workshops Online courses

Fee options

Fixed

Project-Based Financial Planning fixed fee $1,000 - $30,000; Group Coaching Program $97/month; Online courses $50 - $997

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Project-based

$325 per hour, negotiable

Other

Fee-only: Comprehensive Financial Planning fixed fee $4,000 - $20,000 annually (billed monthly $333.33 - $1,666.66), negotiable; Project-Based Financial Planning fixed fee $1,000 - $30,000, negotiable; Hourly Financial Planning $325/hour, negotiable; Group Coaching Program $97/month, negotiable; Online courses $50 - $997 fixed fee, non-negotiable

Disclosures

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

Main office location

Pacesetter Planning LLC

Arlington VA, United States

Number of offices

1

Advisors at this firm

Bill N

CFP®

Arlington, VA

Pacesetter Planning LLC

I started Pacesetter Planning back in 2016 to help couples use their money to create the lives they love - together. I work best with two types of couples: 1) Engaged and newlywed couples looking to prepare for their future by setting themselves up for financial success and minimizing the risk of money conflict in their new marriage. 2) Couples who fight about money or struggle to make financially-related decisions as a team. I am a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Therapist™. I care about the "why" behind your money just as much as "what" you do with it. More importantly, I want you and your spouse to feel confident and empowered by the way you manage money as a team such that your finances become an asset to your relationship, rather than a liability. (See what I did there?) Numerous studies have shown that financial conflict is pervasive in American marriages and is one of the leading indicators of divorce. There's no denying that the way you manage money with your spouse can be detrimental to your marriage. But I believe that the opposite is equally true - if you improve the way you manage your finances with your spouse, your marriage will get stronger. I'm here to show you how to make this a reality. If you’re interested in learning more, you can book a free introductory call at pacesetterplanning.com/contact

Married/Couples/Partners Newlywed/Engaged Financial coaching / therapy Gen Y/Millennials (Born 1980-1995)
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