Firm
Pace Financial Advisors
Hillsboro, Oregon
Fee-only
Pace Financial Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 11 advisors are listed here.
- Its Form ADV reports 9 employees and 1,240 individual clients, 79 of them high net worth.
- Its average account is about $91,000 (assets it manages divided by its 3,964 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Hillsboro, Oregon |
|---|---|
| Website | pace-fa.com |
| [email protected] | |
| Phone | (971) 727-8434 |
Pace Financial Advisors fees
Pace Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $362 million |
| Individual clients | 1,161 |
| High-net-worth clients | 79 |
| Accounts managed | 3,964 |
| Employees | 9 |
| Planning clients | 0 |
| Registered with | The SEC (801-123174) |
| Financial planning | Offered |
| Form ADV filed | April 15, 2026 |
| SEC record | CRD 318359 |