A complete list of active advisors currently associated with Pace Wealth Advisors

Warmer can help you find a great advisor at Pace Wealth Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pace Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.