Paces Ferry Wealth Advisors, LLC logo

Paces Ferry Wealth Advisors, LLC

Updated today

Client AUM

$435,486,766

Clients

198

Advisors

5

of 6 employees

About

Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates and institutional plan sponsors. The firm also offers related services described in its brochure, including acting as a reporting agent for certain private funds and coordinating class-action recovery opportunities through a third-party platform.

Paces Ferry offers both discretionary and non-discretionary portfolio management and tailors allocations using a mix of passive and active approaches informed by fundamental, technical, charting and relative-strength analysis. Its stated toolset includes tactical asset allocation, trend-following, options strategies and alternative investments, and the firm notes it will use borrowing or margin within certain separately managed account strategies as part of customized implementations.

Several features in the brochure distinguish Paces Ferry from many peers: it publicizes third‑party ratings, maintains an active service arrangement with 11th Estate to identify and file securities class‑action claims (while disclosing it receives no compensation from 11th Estate), and serves as a reporting agent for private funds. The brochure also discloses referral and platform relationships with venture fund manager Antler and the DPL insurance platform, reflecting a broader set of service and referral arrangements than is typical for many team advisory firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Private / alternative investments

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fees may be charged for some services, including Reporting Agent services ($3,500 annually)

Percentage

0.25% - 1.50% annually (varies based on portfolio size, composition, and services)

Commissions

Certain supervised persons may offer insurance products on a commission basis separately

Project-based

Hourly fees may be charged for financial planning and consulting services (specific rates not stated)

Other

Minimum fee: Generally $5,000 annually Fee-only: Fixed annual fee of $3,500 per investment for Reporting Agent services (waived for wealth management clients)

Main office

2849 Paces Ferry Road, Suite 660

Atlanta GA 30339

Advisors at this office

5

Most active in

Colorado · Florida · Georgia · Michigan · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin L

Series 65

Atlanta, GA

Paces Ferry Wealth Advisors, LLC

Benjamin Laufer is a financial advisor with Paces Ferry Wealth Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2024. Prior to his advisory role, he was involved in coaching lacrosse at the high school level and served with the Georgia Lacrosse Officials Association. Paces Ferry Wealth Advisors manages approximately $430 million across various client types, offering wealth management, financial planning, retirement plan consulting, and portfolio management. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

Joshua W

Atlanta, GA

Paces Ferry Wealth Advisors, LLC

Joshua Weidie is a financial advisor at Paces Ferry Wealth Advisors, LLC with one year of industry experience. He previously worked at Alps Distributors, Inc. and G.W. Henssler & Associates, Ltd., where he spent eight and ten years respectively. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs both discretionary and non-discretionary portfolio management, utilizing a combination of passive and active strategies informed by fundamental, technical, charting, and relative-strength analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

Beth C

ChFC®

Atlanta, GA

Paces Ferry Wealth Advisors, LLC

Beth Conklin is a ChFC® with two years of industry experience, currently serving as an advisor at Paces Ferry Wealth Advisors, LLC. She previously worked at Chappell Financial Group, LLC for 12 years. She is also listed as an agent on certain life and disability insurance policies associated with a family business succession plan. Paces Ferry Wealth Advisors manages approximately $430 million across several hundred accounts, providing wealth management, financial planning, retirement plan consulting, and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutional plans. The firm employs a combination of fundamental, technical, and charting analysis along with both passive and active management strategies, including leveraged approaches for some high-net-worth clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

Jackson M

Series 66

Atlanta, GA

Paces Ferry Wealth Advisors, LLC

Jackson Metzger is a financial advisor at Paces Ferry Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial LLC, GERLoftin Wealth Advisors, and United Planners Financial Services. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs a mix of passive and active investment approaches, utilizing tools such as tactical asset allocation, trend-following, options strategies, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

Zachary M

CFP®, Series 66

Atlanta, GA

Paces Ferry Wealth Advisors, LLC

Zachary Morris is a CFP® with 14 years of industry experience and is currently with Paces Ferry Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at tru Independence Asset Management, LLC and J.P. Morgan Securities LLC. Paces Ferry Wealth Advisors manages approximately $430 million across a range of individual, high-net-worth, trust, estate, charitable, and institutional clients. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies, offering discretionary and non-discretionary advisory services tailored to diverse client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Private / alternative investments Founder/Business Owner
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