P
$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle waveRadial north
- Established Date
- 10-18-2016
- Office Locations
- 1
Office Locations
-- Arlington VA
About Pacesetter Planning LLC
Pacesetter Planning LLC is a boutique RIA for high-income/high-net-worth couples who want their money to support a more fulfilling life and to have better, judgment-free money conversations. Led by a CFP and Certified Financial Therapist, the firm uses a passive, buy-and-hold approach with low-cost index funds and ETFs, typically custodied at Charles Schwab.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$169.1K AVG AUM / CLIENT
9.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Focus matrix Focus
Client Personas
Horizon
Investment Themes
Pathway Peak beacon Insight frontier Legacy element
Investment Vehicles
Unison peak Capital
Services
Peak Oak Bridge Ember capital Wave Unison north
Technology
Matrix Bridge capital
Owner & Executives
W
William Joseph Nelson Jr
Chief Compliance Officer, FOUNDER
- CRD
- #6518842
- Ownership
- 75% or more
(596) 923-8846
harbor.optima@focuscapital.com
in linkedin.com/in/meridian-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,466,811 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,466,811 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,466,811
Public Funds:
10.4% Equity - Exchange:
48.5% Cash:
41.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $300,287,729 | 10.4% |
| Equity - Exchange | $1,400,380,276 | 48.5% |
| Cash | $1,186,714,007 | 41.1% |
| Total | $2,887,382,012 | 100.0% |