# Dylan Bastress

> Dylan Bastress is a fee-only financial advisor at Pace Financial Advisors in Ashville, Ohio. Dylan focuses on retirement planning and estate & legacy planning. Pace Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dylan-bastress/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pace Financial Advisors
- **Based in:** Ashville, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $362.1M across 3,964 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 8073520 (https://adviserinfo.sec.gov/individual/summary/8073520)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.pace-fa.com

## Frequently asked questions

### Is Dylan Bastress a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and Pace Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dylan charge for financial advice?

Dylan's firm, Pace Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Dylan Bastress based?

Dylan Bastress is based in Ashville, Ohio.

### What does Dylan specialize in?

Dylan's specialties include retirement planning and estate & legacy planning.

### Is Dylan Bastress registered with the SEC?

Yes. Dylan Bastress is registered as an investment adviser representative in OH (CRD 8073520), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pace Financial Advisors manage?

Pace Financial Advisors reports $362.1M across 3,964 accounts in assets under management.

### How do I contact Dylan Bastress?

Through Dylan's website, www.pace-fa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8073520): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pace-fa.com/): specialties, clients served, and fees, checked October 30, 2026

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