Pacesetter Planning LLC

Overview

Pacesetter Planning LLC is a small, independent registered investment adviser serving individuals and families. The firm’s advice centers on financial planning and portfolio management for individual and small-business clients, supplemented by educational seminars and workshops. Fee arrangements are flexible—charging a percentage of assets under management as well as hourly and fixed fees—allowing the adviser to work with a range of client needs and preferences. Investment activity is concentrated in publicly traded pooled vehicles rather than bespoke private placements. The firm reports discretionary management of client accounts and favors mutual funds and other public funds as the primary building blocks for client portfolios. Pacesetter Planning LLC does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices