Dylan Bastress
Pace Financial Advisors · Ashville, Ohio
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.
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Specialties
Facts
| Firm | Pace Financial Advisors |
|---|---|
| Based in | Ashville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $362.1M across 3,964 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8073520 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pace-fa.com |
How Dylan's firm compares
- Pace Financial Advisors's average account is about $91,000, from its Form ADV (assets managed divided by 3,964 accounts).
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Questions about Dylan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Pace Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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