Firm
Pacesetter Financial Group
Lincoln, Illinois
Fee-only
Pacesetter Financial Group at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 10 employees and 359 individual clients, 52 of them high net worth.
- Its average account is about $223,000 (assets it manages divided by its 766 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Lincoln, Illinois |
|---|---|
| Website | pacesetterfinancial.com |
| [email protected] | |
| Phone | (217) 735-1576 |
Pacesetter Financial Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $500,000 1.00%" source
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 · Fixed fees |
|---|---|
| Assets managed | $170 million |
| Individual clients | 307 |
| High-net-worth clients | 52 |
| Accounts managed | 766 |
| Employees | 10 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-129763) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 123287 |