# Jeremy Bohne

> Jeremy Bohne is a fee-only financial advisor at Paceline Wealth Management in Medfield, Massachusetts, who holds the CFP credential. Jeremy charges a percentage of assets and an ongoing planning fee and focuses on equity compensation, founders (pre-exit) and retirement planning.

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

## Facts

- **Firm:** Paceline Wealth Management
- **Based in:** Medfield, Massachusetts
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $18.9M across 52 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Retirement planning, Tax planning
- **Works with:** Tech employees, Executives, Founders
- **CRD:** 4861459 (https://adviserinfo.sec.gov/individual/summary/4861459)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.pacelinewealth.com

## Frequently asked questions

### Is Jeremy Bohne a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Paceline Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy charges a percentage of assets and an ongoing planning fee.

### Does Jeremy work with clients virtually?

Yes. Paceline Wealth Management says on its website that it works with clients remotely.

### Where is Jeremy Bohne based?

Jeremy Bohne is based in Medfield, Massachusetts.

### What does Jeremy specialize in?

Jeremy's specialties include equity compensation, founders (pre-exit), retirement planning and tax planning. Jeremy works with tech employees, executives and founders.

### What credentials does Jeremy Bohne hold?

Jeremy Bohne holds the CFP credential.

### Is Jeremy Bohne registered with the SEC?

Yes. Jeremy Bohne is registered as an investment adviser representative in MA and TX (CRD 4861459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paceline Wealth Management manage?

Paceline Wealth Management reports $18.9M across 52 accounts in assets under management.

### How do I contact Jeremy Bohne?

Through Jeremy's website, www.pacelinewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4861459): 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://www.pacelinewealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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