William Nelson
Pacesetter Planning · Arlington, Virginia
William Nelson is a fee-only financial advisor at Pacesetter Planning in Arlington, Virginia, who holds the CFP credential. Pacesetter Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pacesetter Planning |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.5M across 37 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, VA · CRD 6518842 |
| Exams passed | Series 65 (2016) · Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | marriagecenteredmoney.com |
How William's firm compares
- Pacesetter Planning's average account is about $256,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about William
Is William Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Pacesetter Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Pacesetter Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Nelson based?
William Nelson is based in Arlington, Virginia.
What credentials does William Nelson hold?
William Nelson holds the CFP credential.
Is William Nelson registered with the SEC?
Yes. William Nelson is registered as an investment adviser representative in CA, MA and VA (CRD 6518842), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacesetter Planning manage?
Pacesetter Planning reports $9.5M across 37 accounts in assets under management.
How do I contact William Nelson?
Through William's website, marriagecenteredmoney.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
- 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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