Pace Financial Group, LLC fees and pricing
Financial planner in Fishers, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Pace Financial Group, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Pace is compensated for advisory services based on a fee negotiated with each client which may be a) on an hourly fee of $500 per hour or b) a fixed fee which is based on estimate of hours required at an hourly rate of $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pace Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Disclose whether the fees are negotiable.”
- “Bills are sent quarterly for ongoing advisory work.”
- “If your clients either may or must pay your fees in advance, disclose this fact.”
How Pace Financial Group, LLC’s fees compare
- Its hourly rate of $500 is above the Indiana median of $250. 93% of the 119 other Indiana planners that publish an hourly rate charge less.
- 6 of the 8 other planners in Fishers that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Pace Financial Group, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126969
- Phone
- (317) 501-2799
Other planners in Fishers that publish fees
- CBG & Company, Inc.Fishers$200-$300/hr
- Genesis Advisors, LLCFishers$125-$300/hr
- Gentry FinancialFishers$500/hr, $5,000-$10,000
- Heartland Financial PlannersFishers$299/hr, $2,950
- Hendershott Wealth Management, LLCFishers$350/hr, $1,000-$12,000
- Human Capital Wealth ManagementFishers$250/hr, $1,500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.