Firm
Pacesetter Planning LLC
Arlington, Virginia
Fee-only
Pacesetter Planning LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 34 individual clients, 6 of them high net worth.
- Its average account is about $256,000 (assets it manages divided by its 37 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Virginia median of $4,992.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Arlington, Virginia |
|---|---|
| Website | pacesetterplanning.com |
| [email protected] | |
| Phone | (484) 380-5622 |
Pacesetter Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Our starting rate is $6,000 per year" source
"in monthly installments as a subscription fee from your checking account" 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 | $9 million |
| Individual clients | 28 |
| High-net-worth clients | 6 |
| Accounts managed | 37 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 285168 |