Kevin Mellinger
Pace Financial Advisors · Hillsboro, Oregon
Kevin Mellinger is a fee-only financial advisor at Pace Financial Advisors in Hillsboro, Oregon. Kevin 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 | Hillsboro, Oregon |
| 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 OR, TX · CRD 7877340 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pace-fa.com |
How Kevin'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 Kevin
Is Kevin Mellinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Pace Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Mellinger based?
Kevin Mellinger is based in Hillsboro, Oregon.
What does Kevin specialize in?
Kevin's specialties include retirement planning and estate & legacy planning.
Is Kevin Mellinger registered with the SEC?
Yes. Kevin Mellinger is registered as an investment adviser representative in OR and TX (CRD 7877340), 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 Kevin Mellinger?
Through Kevin'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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