RJ Pace Financial 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

$150/hr

“Hourly and Fixed‐Fee Consultation Rates and Terms Investment consultation and financial planning services are billed at a rate of $150 per hour, or on an agreed fixed fee basis, due and payable upon completion.”

Flat or project fee

$150⁠-⁠$1,200

“Fixed fee is typically in the $150 to $1200 range, depending on the complexity and frequency of services requested.”

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

How RJ Pace Financial bills

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

• “Box 10-394, Glendale, AZ 85318 For an in-person or telephone appointment, please call 623-566-1924 in advance.”
• “Quarterly informational invoice statements are sent to client in paper or electronic form, showing fee amount, date, value of assets on which fee is based, and calculation of the fee.”
• “For new accounts, fee will be prorated based on the number of days of advisory service in the quarter.”

How RJ Pace Financial’s fees compare

• Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• None of the 8 other planners in Peoria that publish an hourly rate charge less.
• Its flat or project fee of $150-$1,200 is below the Arizona median of $3,100. 6% of the 164 other Arizona planners that publish a flat or project fee charge less.
• None of the 6 other planners in Peoria that publish a flat or project fee charge less.

About RJ Pace Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2003 (23 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

13

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$7,279,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

125676

Phone

(623) 566-1924

Can advise clients in 3 states: Arizona, California, Pennsylvania

Other planners in Peoria that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• Authentic Financial PlanningPeoria$400⁠-⁠$15,000, $75/mo
• Clarus Wealth Advisors, LLCPeoria$250/hr, $250⁠-⁠$50,000
• Clearview Private WealthPeoria$250/hr
• Coherent Financial Advisers, LLCPeoria$150⁠-⁠$250/hr, $500⁠-⁠$50,000
• Emro Asset Management, LLCPeoria$300/hr

Compare all 11 planners in Peoria