A complete list of active advisors currently associated with Pacesetter Planning LLC

Warmer can help you find a great advisor at Pacesetter Planning LLC or one who fits your needs even better.

Pacesetter Planning works with individual and high‑net‑worth clients to provide tailored investment management and comprehensive financial planning across areas such as retirement, estate, tax, cash flow, and business planning. The firm offers discretionary portfolio management alongside project‑based, hourly, and ongoing planning engagements. The firm primarily practices passive investment management, building diversified portfolios using index mutual funds and ETFs that are matched to client‑specific investment policies and asset‑allocation targets. When performing investment analysis as part of a financial plan, the firm also uses fundamental, technical, cyclical, and charting methods to inform recommendations. Notable for a small advisory practice, Pacesetter Planning combines direct client management (roughly $9.5 million in AUM across 34 clients) with a suite of educational offerings—online courses, an ongoing group coaching program geared to engaged and newlywed couples, and occasional public seminars—programs that do not provide individualized investment advice to participants. The firm’s professional credentials include both financial planning and financial‑therapy training, which is reflected in its emphasis on behavioral finance in planning and its distinct educational programming.

To learn more about the advisors currently working at Pacesetter Planning LLC, 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.

Name	Location	Years of experience
Bill Nelson Jr.	Arlington, VA	10

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