# Pace Financial Advisors

> Pace Financial Advisors is an SEC-registered investment advisory firm in Hillsboro, OR, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 318359
- Filed as: PACE FINANCIAL ADVISORS
- Legal name: Pace Financial Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hillsboro, OR
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318359
- AdvisorCensus page: https://advisorcensus.com/firm/pace-financial-advisors-hillsboro-or-318359

## Quick answers

**How is Pace Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Pace Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Pace Financial Advisors charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pace Financial Advisors located?**
Pace Financial Advisors' principal office is in Hillsboro, OR, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pace Financial Advisors registered with the SEC or a state?**
Pace Financial Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318359.

**How much does Pace Financial Advisors manage?**
Pace Financial Advisors reports $362,100,721 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**How have Pace Financial Advisors' assets and staff changed since 2022?**
In the Form ADV data for Pace Financial Advisors: Regulatory assets under management: $160,000,000 in the October 2022 data and $362,100,721 in the October 2026 data, up 126%. Total employees: 6 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pace Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,161); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Pace Financial Advisors use?**
Pace Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pace Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318359

**Does Pace Financial Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We do not have any minimum fee or account opening or minimum balance requirements."

**What changed in Pace Financial Advisors' recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> We generally charge annual asset-based fees for these services ranging from 0.50% - 2.00% per year of the market value of your account.

- Account minimum: None

> We do not have any minimum fee or account opening or minimum balance requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $362,100,721
- Discretionary: $362,100,721
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,161 | $220,250,194 |
| High net worth individuals | 79 | $138,707,263 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,143,264 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, LA, MT, NC, OH, OR, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Hillsboro, OR

### Websites listed on Form ADV (Item 1.I)
- pace-fa.com
- Facebook @pacefinancialadvisors
- Instagram @pacefinancialadvisors
- LinkedIn @pacefinancialadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $160,000,000 | 6 | June 3, 2022 |
| October 2023 | $191,111,267 | 5 | April 25, 2023 |
| October 2024 | $300,978,627 | 9 | March 29, 2024 |
| October 2025 | $390,054,826 | 10 | June 2, 2025 |
| October 2026 | $362,100,721 | 9 | April 15, 2026 |

Regulatory assets under management: $160,000,000 in the October 2022 data and $362,100,721 in the October 2026 data, up 126%.
Total employees: 6 in October 2022 and 9 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in NC.

### April 2026
- Employees performing advisory functions went from 10 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pace Financial Advisors (CRD 318359): Form ADV filing data as of October 2026.