Pace Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is an independent, single-advisor investment advisory practice serving individuals, families, trusts, and business owners and manages about $24.3 million for roughly 38 clients. It delivers planning-driven, non‑discretionary investment advisory services and financial planning, with portfolio management billed primarily as a percentage of AUM and planning work offered on fixed‑fee or hourly terms.
Investment recommendations are implemented largely through model portfolios composed of ETFs and mutual funds for qualified accounts, while non‑qualified accounts may receive tax‑sensitive strategies such as asset location and tax‑loss harvesting and, where appropriate, individual securities. The firm requires client authorization for material transactions, uses custodial/platform relationships (including SEI and Altruist) for trade execution and reporting, and only rarely engages third‑party discretionary managers for specific client needs.
Distinctive aspects of the firm include the principal’s involvement in insurance‑related and mortgage‑related activities in addition to advisory services; the firm may recommend fixed insurance or annuity products and receive commissions or fees in those capacities, a potential conflict the brochure discloses. The firm also provides a written fiduciary acknowledgment when advising on retirement accounts and expressly states it does not sponsor or participate in wrap fee programs.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning ranging from $1,500 to $10,000 depending on complexity and scope
$0 - $1,000,000: 0.96% $1,000,001 - $2,000,000: 0.88% $2,000,001 - $5,000,000: 0.76% $5,000,001+: 0.50%
$250 per hour for financial planning services
Account minimum: $500,000 (may be waived based on client needs, complexity, or other factors)
Main office
Puyallup WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Hall Consulting LLC · Pace Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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