Pacesetter Planning LLC
Pacesetter Planning LLC (CRD# 285168) is a financial advisory firm headquartered in , . They manage $5,475,499 in 28 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Pacesetter Planning LLC
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$195,554
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, VA
Financial Advisors at Pacesetter Planning LLC
1
William Nelson (CRD# 6518842) is an Investment Advisor Representative working at Pacesetter Planning LLC in Arlington, VA and has over 8 years of experience in the finance industry.
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