Pace Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,330,572
Total clients
38
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
38
Average account size
$640,278
About
Pace Wealth Advisors provides financial planning and ongoing portfolio management primarily for individual clients, generally those with investable assets above $500,000 though this minimum may be waived. Its services include written financial plans, investment policy statements, model-portfolio selection, and oversight of accounts placed with independent managers and a third‑party custodial platform.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with client objectives, risk tolerance and tax considerations documented in an Investment Policy Statement and reviewed periodically. Portfolios are constructed mainly from mutual funds, ETFs (including precious‑metal ETFs), equities and fixed income, and may be implemented through third‑party model managers and the firm’s platform custodian.
Notable distinctions include acting as the sponsor and portfolio manager for a wrap fee program, a structure that is uncommon among independent peers, and maintaining an institutional relationship with a single platform/custodian that provides research, technology and other economic benefits. The firm’s principal also conducts licensed insurance and mortgage activities (with insurance work representing about 20% of time), which can involve commissionable products and are disclosed as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Tax-loss harvesting
Occupation focus
Retired
Self-Employed
Fee options
Fixed financial planning fees negotiated between $1,500 and $10,000
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.25% $1,000,001+: 0.80%
$250 per hour for standalone financial planning services
Account minimum: $500,000 Fee-only: Fixed fees for financial planning between $1,500 and $10,000; Hourly fee $250/hour
Main office location
Pace Wealth Advisors
Puyallup WA, United States
Number of offices
1
Most active in
Pace Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
LinkedIn
Facebook
Instagram
Website
(253) 286-0224
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