Pace Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 3, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate for limited scope services is $500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pace Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are paid quarterly in advance, or clients may choose to pay monthly.”
• “Fees are negotiable at the discretion of the Advisor.”

How Pace Wealth’s fees compare

• Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Exton that publish an hourly rate charge less.

About Pace Wealth

• Principal: Adam Wilkins
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338289

Phone

(585) 713-7306

Other planners in Exton that publish fees

• Conestoga Wealth ManagementExton$200/hr, $1,000
• Legacy Advisory Services, LLCExton$250/hr
• Prowell Financial Management, LLCExton$50,000
• Whitford Financial PlanningExton$500⁠-⁠$1,000/mo, $1,500/qtr

Compare all 7 planners in Exton