Bill Nelson
Pacesetter Planning LLC · Arlington, Virginia
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.
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Specialties
Who they serve
- High earners
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $9.5M across 37 accounts |
| Credentials | Certified Student Loan Professional · CFP · CFT-I |
| Firm size | 2 employees |
| Website | pacesetterplanning.com |
| Profile |
How Bill's firm compares
- Ongoing planning starts at $6,000 a year, above the Virginia median of $4,992 for fee-only firms that publish prices.
- Pacesetter Planning LLC's average account is about $256,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Bill
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Pacesetter Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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