Robert Pace
RJ Pace Financial · Peoria, Arizona
Robert Pace is a fee-only financial advisor at RJ Pace Financial in Peoria, Arizona. RJ Pace Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RJ Pace Financial |
|---|---|
| Based in | Peoria, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.3M across 24 accounts |
| SEC registration | Investment adviser representative in AZ, CA, PA · CRD 4642848 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Robert's firm compares
- RJ Pace Financial's average account is about $303,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Robert
Is Robert Pace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and RJ Pace Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, RJ Pace Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Pace based?
Robert Pace is based in Peoria, Arizona.
Is Robert Pace registered with the SEC?
Yes. Robert Pace is registered as an investment adviser representative in AZ, CA and PA (CRD 4642848), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RJ Pace Financial manage?
RJ Pace Financial reports $7.3M across 24 accounts in assets under management.
How do I contact Robert Pace?
Contact details aren't on file yet. Search for RJ Pace Financial.
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
- 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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