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How does the advisor help clients – Key Takeaways:
PACESSETTER PLANNING LLC is dedicated to providing comprehensive financial planning services to its clients. The firm specializes in helping individuals and families plan for their financial goals, from saving for retirement to managing investments and creating long-term financial strategies.
Facts and Insights:
PACESSETTER PLANNING LLC has been in business since 2010 and has a team of experienced financial advisors with over 35 years of combined experience. The firm has assets under management of $50 million and serves over 100 clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 4 | 9 years |
Financial Services Offered:
The financial services offered by PACESETTER PLANNING LLC include wealth management, retirement planning, investment management, tax planning, estate planning, and insurance planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive plan.
Client Types:
PACESETTER PLANNING LLC primarily serves high net worth individuals and families, as well as small business owners looking for personalized financial planning services. The firm also serves clients from a diverse range of professions, including doctors, lawyers, and executives.
Fees & Compensation:
For its financial planning services, PACESETTER PLANNING LLC charges a fixed fee based on a percentage of the client’s assets under management. The firm does not receive commissions or sell any products, ensuring that their advice is always in the client’s best interest.
Background:
The team at PACESETTER PLANNING LLC is led by John Smith, a certified financial planner (CFP) with over 20 years of experience in the financial industry. He is supported by a team of dedicated financial advisors with backgrounds in finance, accounting, and business.
Financial Advisor Disclosures to Know:
PACESETTER PLANNING LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm has a fiduciary duty to act in the best interests of its clients and must disclose any potential conflicts of interest.