Pacesetter Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“(While the total fee is calculated based on an estimated annual scope of work and billed monthly for convenience, the client is not required to sign an annual contract, and may cancel at any time with 30 days written notice.) In the event of early termination, the client will be billed for the hours worked at a…”

Flat or project fee

$1,000⁠-⁠$30,000

“The fixed fee can range between $1,000 and $30,000, depending on the complexity and the needs of the client.”

Monthly fee

$625/mo

“Quarter ending December 31, 2022 o Ending account balance: $785,000 o Fees Charged:  No $625 monthly fee since the aggregated assets under management exceeds $750,000.  Investment management invoice for the quarter ending December 31, 2022 as described above.   Project-Based Financial Planning Fixed Fee…”

Annual fee

$4,000⁠-⁠$20,000/yr

“This annual fee (billed monthly) can range between $4,000 and $20,000 (billed in monthly amounts ranging between $333.33 and $1,666.66) based on complexity; the fixed fee will be established and agreed to by both planner and client prior to beginning the engagement.”

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

How Pacesetter Planning LLC bills

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

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account. 10 Financial Planning Comprehensive Financial Planning Comprehensive financial planning will generally be offered on an annual fixed fee (billed monthly) basis.”
• “This fee is negotiable and is billed in advance.”

How Pacesetter Planning LLC’s fees compare

• Its hourly rate of $325 is above the Virginia median of $260. 71% of the 203 other Virginia planners that publish an hourly rate charge less.
• 12 of the 16 other planners in Arlington that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$30,000 spans the Virginia median of $4,250. 91% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 9 of the 9 other planners in Arlington that publish a flat or project fee charge less.
• Its annual fee of $4,000-$20,000 spans the Virginia median of $6,350. 75% of the 55 other Virginia planners that publish an annual fee charge less.
• 2 of the 6 other planners in Arlington that publish an annual fee charge less.

About Pacesetter Planning LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

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

1% a year

Clients

34

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$9,466,811

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285168

Website

marriagecenteredmoney.com (opens in new tab)

Phone

(484) 380-5622

Can advise clients in 3 states: California, Massachusetts, Virginia

Other planners in Arlington that publish fees

• Arlington Wealth Planning, LLCArlington$289/hr, $6,128⁠-⁠$10,128
• Astra Investment AdvisersArlington$100/hr
• Braswell Capital, LLCArlington$30⁠-⁠$50/hr
• Clarity Financial PlanningArlington$500, $4,000⁠-⁠$20,000/yr
• Cope ConnellyArlington$99⁠-⁠$25,000
• Coretegic Capital, LLCArlington$400/hr, $500

Compare all 26 planners in Arlington