# Westface Financial Advisory

> Westface Financial Advisory is a state-registered investment advisory firm in Vancouver, WA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 168959
- Filed as: WESTFACE FINANCIAL ADVISORY
- Legal name: Paceline LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168959
- AdvisorCensus page: https://advisorcensus.com/firm/westface-financial-advisory-vancouver-wa-168959

## Quick answers

**How is Westface Financial Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Westface Financial Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Westface Financial Advisory located?**
Westface Financial Advisory's principal office is in Vancouver, WA, according to its Form ADV.

**Is Westface Financial Advisory registered with the SEC or a state?**
Westface Financial Advisory is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 168959.

**How much does Westface Financial Advisory manage?**
Westface Financial Advisory reports $40,777,283 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (88% discretionary).

**What types of clients does Westface Financial Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (22).

**Does Westface Financial Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168959

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $40,777,283
- Discretionary: $36,077,730
- Non-discretionary: $4,699,553

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $9,596,304 |
| High net worth individuals | 22 | $26,481,426 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,699,553 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westfacecollegeplanning.com
- westfacefinancial.com
- Facebook @WestfaceCollegePlanning
- Facebook @WestfaceFinancial
- LinkedIn @beatricekschultz

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westface Financial Advisory (CRD 168959): Form ADV filing data as of October 2026.