Paces Ferry Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
Fixed fees may be charged for some services, including Reporting Agent services ($3,500 annually)
0.25% - 1.50% annually (varies based on portfolio size, composition, and services)
Certain supervised persons may offer insurance products on a commission basis separately
Hourly fees may be charged for financial planning and consulting services (specific rates not stated)
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Advisors at this firm
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