Pacesetter Planning LLC

Pacesetter Planning LLC (CRD# 285168) is a financial advisory firm headquartered in , . They manage $5,475,499 in 28 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.instagram.com/pacesetterplanning/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $195,554
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, VA

Financial Advisors at Pacesetter Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Nelson, financial advisor Arlington VA
William J. Nelson
CRD#: 6518842
Arlington, VA

William Nelson (CRD# 6518842) is an Investment Advisor Representative working at Pacesetter Planning LLC in Arlington, VA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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