# Bill Nelson

> Bill Nelson is a fee-only financial advisor at Pacesetter Planning LLC in Arlington, Virginia, who holds the Certified Student Loan Professional, CFP and CFT-I credentials. Bill charges an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on retirement planning, tax planning and student loans.

Page: https://find.wellspent.co/advisors/bill-nelson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pacesetter Planning LLC
- **Based in:** Arlington, Virginia
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $9.5M across 37 accounts
- **Credentials:** Certified Student Loan Professional, CFP, CFT-I
- **Specialties:** Retirement planning, Tax planning, Student loans, Divorce financial planning
- **Works with:** High earners, Mid-life transitions
- **Firm size:** 2 employees
- **Website:** http://pacesetterplanning.com

## Frequently asked questions

### Is Bill Nelson a fee-only financial advisor?

Yes. Bill Nelson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).

### How does Bill charge for financial advice?

Bill charges an ongoing planning fee.

### How much does Bill charge?

According to Pacesetter Planning LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year.

### Does Bill work with clients virtually?

Yes. Pacesetter Planning LLC says on its website that it works with clients remotely.

### Where is Bill Nelson based?

Bill Nelson is based in Arlington, Virginia.

### What does Bill specialize in?

Bill's specialties include retirement planning, tax planning, student loans and divorce financial planning. Bill works with high earners and mid-life transitions.

### What credentials does Bill Nelson hold?

Bill Nelson holds the Certified Student Loan Professional, CFP and CFT-I credentials.

### How much does Pacesetter Planning LLC manage?

Pacesetter Planning LLC reports $9.5M across 37 accounts in assets under management.

### How do I contact Bill Nelson?

Through Bill's website, pacesetterplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39076): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://pacesetterplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.