Julie Mochan
The Pacific Financial Group · Nashville, Tennessee
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.
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Specialties
Facts
| Firm | The Pacific Financial Group |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $5.07B across 16,832 accounts |
| SEC registration | Investment adviser representative in PA, WA · CRD 4108965 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 62 employees |
| Disclosures | None reported |
| Website | www.tpfg.com |
How Julie's firm compares
- The Pacific Financial Group's average account is about $301,000, from its Form ADV (assets managed divided by 16,832 accounts).
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Questions about Julie
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.
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
- The Pacific Financial Group 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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