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Pace Financial Advisors

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Client assets under management

$358,957,457

Clients

1,240

6% high-net worth

Advisors

9

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

138

Very High

Average account size

$289,482

About

Pace Financial Advisors is an SEC-registered advisory firm that serves individuals (including both non-high-net-worth and high-net-worth clients), trusts, retirement plans, and business entities. The firm offers discretionary wealth management and portfolio management, retirement plan consulting, and standalone financial planning and consulting engagements.

Pace tailors portfolios using diversified allocations across individual stocks and bonds, mutual funds, ETFs, REITs, cash equivalents, and, where appropriate, options strategies, employing long- and short-term as well as asset-allocation approaches. Wealth management relationships are typically discretionary with ongoing monitoring and periodic reviews, while standalone planning engagements are delivered as discrete, non-continuing reports or consultations.

Distinctive features include a nine-advisor team overseeing roughly $362 million in discretionary assets despite being recently founded, a firm policy that wealth management clients maintain custody at a specified independent custodian, and the absence of a firm-wide account minimum. Certain advisors are dually registered with a broker-dealer and licensed to sell insurance (a disclosed conflict the firm manages by restricting commissionable activity in advisory accounts), and the firm does not accept proxy-voting authority for client securities.

Client services

Financial planning Portfolio management Retirement plan consulting services

Expertise

Options & derivatives strategies Cash flow / budgeting

Fee options

Percentage

$0+: 0.50% - 2.00% per year of market value Any account electing options-based investment strategy+: Additional up to 0.25% per year

Commissions

Commissions and trails earned by dually registered persons through LPL Financial for sales of securities and insurance products (not by the firm directly).

Project-based

Up to $350 per hour for stand-alone financial planning and consulting services.

Main office location

Pace Financial Advisors

421 Se Washington Street

Hillsboro OR 97123, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Georgia · Idaho · Louisiana · Montana · Ohio · Oregon · Tennessee · Texas · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Christopher M

Series 66

Hillsboro, OR

Pace Financial Advisors

Christopher Mettee is a financial advisor at Pace Financial Advisors in Hillsboro, OR, with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, Financial Advocates Investment Management, and LPL Financial LLC prior to joining Pace Financial Advisors. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a variety of investment vehicles and strategies, with client accounts primarily custodied at Charles Schwab.

Options & derivatives strategies Cash flow / budgeting
user avatar

Nathan B

Series 66

Hillsboro, OR

Pace Financial Advisors

Nathan Bauer is a financial advisor at Pace Financial Advisors in Hillsboro, OR, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, Ameriprise Financial Services, and Edward Jones. In addition to his advisory work, he is also licensed as an independent insurance agent. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of investment vehicles and strategies, with ongoing monitoring and periodic reviews.

Options & derivatives strategies Cash flow / budgeting
user avatar

Grant L

Series 65

Hillsboro, OR

Pace Financial Advisors

Grant Lawton is a Series 65-licensed financial advisor at Pace Financial Advisors in Hillsboro, OR, with two years of industry experience. He has been with Pace Financial Advisors since 2023 and is involved with Corban University and Athey Creek Christian Fellowship. Lawton also has experience in education, having worked at New Covenant Christian Academy and in homeschooling. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios and employs various investment strategies, including options, with ongoing account monitoring and periodic reviews.

Options & derivatives strategies Cash flow / budgeting
user avatar

Jeffrey E

Series 66

Hillsboro, OR

Pace Financial Advisors

Jeffrey Eischen is a financial advisor at Pace Financial Advisors in Hillsboro, OR, with 16 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC, Financial Advocates Investment Management, and Ameriprise Financial Services. Outside of his advisory role, he is the owner and manager of Mountain Top Orchards, an orchard business. Pace Financial Advisors provides tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of investment vehicles and strategies, and serves a client base that includes high-net-worth individuals.

Options & derivatives strategies Cash flow / budgeting
user avatar

Dylan B

Series 65

Ashville, OH

Pace Financial Advisors

Dylan Bastress is a financial advisor at Pace Financial Advisors in Ashville, Ohio, holding a Series 65 designation. He joined Pace Financial Advisors in 2025 and has prior work experience in various industries, including fire departments and retail. Outside of financial advising, he has been involved with the Division of Fire and the Circleville Fire Department. Pace Financial Advisors provides wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios with a range of investment strategies and serves over 1,300 clients with a 10-advisor team.

Options & derivatives strategies Cash flow / budgeting
user avatar

Jeremiah E

Series 65

Hillsboro, OR

Pace Financial Advisors

Jeremiah Eischen is a financial advisor at Pace Financial Advisors with a Series 65 designation and two years of industry experience. Prior to joining Pace Financial Advisors, he worked at Denfield Orchards, Inc. for eight years. He is also the owner and manager of Mountain Top Orchards, LLC, an orchard business based in Hillsboro, OR. Pace Financial Advisors is a 10-advisor team that provides tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios and offers ongoing account monitoring along with non-discretionary consulting services.

Options & derivatives strategies Cash flow / budgeting
user avatar

Kevin M

Series 65

Hillsboro, OR

Pace Financial Advisors

Kevin Mellinger is a financial advisor at Pace Financial Advisors with two years of industry experience. He holds a Series 65 designation and has previous work experience at NW4S, Inc., Northwest Fourslide, Inc., and Pioneer Natural Resources. Outside of his advisory role, he is the owner and Vice President of Operations and Production at NW4S, Inc., a manufacturing company in Tualatin, Oregon. Pace Financial Advisors is a 10-advisor team that provides wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a variety of investment vehicles and strategies and offers both discretionary and non-discretionary advisory services.

Options & derivatives strategies Cash flow / budgeting
user avatar

Erik D

Series 65

Hillsboro, OR

Pace Financial Advisors

Erik Dante is a financial advisor at Pace Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background in residential construction, serving as a general contractor and laborer through Dante Construction LLC since 2017. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, and other entities. The firm manages diversified portfolios and employs various investment strategies while maintaining ongoing account monitoring and periodic client consultations.

Options & derivatives strategies Cash flow / budgeting
user avatar

Zachary M

Series 65

Hillsboro, OR

Pace Financial Advisors

Zachary Moore is a financial advisor with Pace Financial Advisors in Hillsboro, OR, holding a Series 65 credential and three years of industry experience. Prior to joining Pace Financial Advisors, he worked in law enforcement with the City of Redmond Police Department and the City of Tucson Police Department. Pace Financial Advisors provides wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, REITs, and options strategies, and serves a broad client base with ongoing account monitoring and financial consulting.

Options & derivatives strategies Cash flow / budgeting
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