Fee-only adviser · Hillsboro, OR
Pace Financial Advisors
Pace Financial Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Hillsboro, Oregon. On its latest Form ADV, filed April 15, 2026, it reports $362M in regulatory assets under management, 1,240 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 318359 · SEC file 801-123174 |
| Office | 421 SE Washington Street Hillsboro, OR 97123 |
| Phone | (971) 727-8434 |
| Website | www.pace-fa.com |
| Regulatory assets under management | $362M |
| Individual clients | 1,161 non-high-net-worth, 79 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Hillsboro
- Wellspring Advisors, Inc. $152M
- Rock Creek Wealth Management $101M
- Independent Investment Advisors $69M
See all 4 fee-only advisers in Hillsboro →
Nearby
- Beaverton 15 firms
- Tigard 4 firms
- Portland 58 firms
- Vancouver 18 firms
- Lake Oswego 34 firms
- Tualatin 2 firms
- Milwaukie 1 firm
- Wilsonville 2 firms
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