Pacesetter Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,466,811
Clients
34
18% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$278,436
About
Pacesetter Planning works with individual and high‑net‑worth clients to provide tailored investment management and comprehensive financial planning across areas such as retirement, estate, tax, cash flow, and business planning. The firm offers discretionary portfolio management alongside project‑based, hourly, and ongoing planning engagements.
The firm primarily practices passive investment management, building diversified portfolios using index mutual funds and ETFs that are matched to client‑specific investment policies and asset‑allocation targets. When performing investment analysis as part of a financial plan, the firm also uses fundamental, technical, cyclical, and charting methods to inform recommendations.
Notable for a small advisory practice, Pacesetter Planning combines direct client management (roughly $9.5 million in AUM across 34 clients) with a suite of educational offerings—online courses, an ongoing group coaching program geared to engaged and newlywed couples, and occasional public seminars—programs that do not provide individualized investment advice to participants. The firm’s professional credentials include both financial planning and financial‑therapy training, which is reflected in its emphasis on behavioral finance in planning and its distinct educational programming.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Online courses
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Demographic focus
Newlywed/Engaged
Fee options
Comprehensive Financial Planning: $4,000 to $20,000 annually (billed monthly between $333.33 and $1,666.66), negotiable; Project-Based Financial Planning: $1,000 to $30,000 fixed fee, negotiable; Online Courses: $50 to $997 fixed fee, non-negotiable; Group Coaching Program: $97/month, negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$325 per hour, negotiable
Comprehensive Financial Planning: monthly fixed fee billed in advance, $333.33 to $1,666.66/month; Group Coaching Program: $97/month, paid in advance
Main office location
Pacesetter Planning LLC
Arlington VA, United States
Number of offices
1
Most active in
Pacesetter Planning LLC has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · Virginia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Advisors at this firm
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