Paceline Wealth Management, LLC fees
Financial planner in Medfield, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Paceline Wealth Management, LLC (Medfield, MA) charges up to $500 an hour and a flat or project fee of $5,000-$20,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Massachusetts median is $300.
“Hourly fees range up to $500.”
- Flat or project fee
- $5,000-
$20,000 Runs from below the Massachusetts median of $5,375 to above it.
“Fixed fees for financial planning range from $5,000 to $20,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2018 (8 years)
How Paceline Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees are negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
About Paceline Wealth Management, LLC
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 15
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 26, 2026
- CRD number
- 291403 (opens in new tab)
- Phone
- (617) 440-7442
Other planners in Medfield that publish fees
- Bluebird Wealth Management LLCMedfieldHourly $250-$500/hr, Flat up to $10,000
- Slate Peak Financial Services, LLCMedfieldHourly $200/hr
More planners in Massachusetts that publish fees
- Shilla Advisory LLCMarlboroughFlat $5,000-$20,000
- Great Point Wealth Advisors, LLCBostonHourly $250/hr, Flat $1,000-$50,000
- East River Capital Management LLCPittsfieldHourly $100-$500/hr
- PortfoliosBostonEast DennisHourly $150/hr
- Canby Financial AdvisorsFraminghamHourly up to $500/hr, Flat up to $10,000
- Tiedemann & Associates Investment Advisors, Inc.WestonHourly $300/hr
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.