Pace Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rate used to calculate these services is $250, unless otherwise agreed in writing.”

Flat or project fee

$1,500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is generally between $1,500 and $10,000, depending on complexity, scope, and time expected to complete the engagement.”

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

How Pace Wealth Advisors bills

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

• “Where fees have been collected in advance, PWA will refund unearned fees on a prorated basis as described below.”
• “Payment of Fees Portfolio management fees are billed quarterly in arrears and are reflected on the client’s custodial account statement.”
• “In certain cases, a portion of the fee may be collected in advance, with the remaining balance due upon completion or delivery of the agreed-upon services, as outlined in the planning agreement.”

How Pace Wealth Advisors’ fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Washington median of $3,250. 73% of the 103 other Washington planners that publish a flat or project fee charge less.

About Pace Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Insurance analysis
• 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

0.96% a year

Clients

38

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$24,330,572

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311924

Website

instagram.com/pacewealthadvisors (opens in new tab)

Phone

(253) 286-0224

Other planners in Puyallup that publish fees

• Investors Portfolio Services LLCPuyallup$200⁠-⁠$500/hr, $1,500⁠-⁠$5,000
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800

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