# Julie Mochan

> Julie Mochan is a fee-only financial advisor at The Pacific Financial Group in Nashville, Tennessee. Julie focuses on retirement planning. The Pacific Financial Group reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** The Pacific Financial Group
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $5.07B across 16,832 accounts
- **Specialties:** Retirement planning
- **CRD:** 4108965 (https://adviserinfo.sec.gov/individual/summary/4108965)
- **SEC registration:** Investment adviser representative in PA, WA
- **Exams passed:** Series 63 (2000), Series 65 (2000)
- **Firm size:** 62 employees
- **Disclosures:** None reported
- **Website:** https://www.tpfg.com

## Frequently asked questions

### Is Julie Mochan a fee-only financial advisor?

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

### How does Julie charge for financial advice?

Julie's firm, The Pacific Financial Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Julie Mochan based?

Julie Mochan is based in Nashville, Tennessee.

### What does Julie specialize in?

Julie's specialties include retirement planning.

### Is Julie Mochan registered with the SEC?

Yes. Julie Mochan is registered as an investment adviser representative in PA and WA (CRD 4108965), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Pacific Financial Group manage?

The Pacific Financial Group reports $5.07B across 16,832 accounts in assets under management.

### How do I contact Julie Mochan?

Through Julie's website, www.tpfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4108965): 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.tpfg.com/home): 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.