David Pacer
David Pacer is a CFP-designated registered investment advisor at Insight Financial Services, based in Parkville, MO, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 444 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.5% applies to flat and blended schedules. Fees are negotiable and can be structured as flat, blended, or fixed dollar amounts.
Fee Estimator
Location
Parkville, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David owns Pacer Financial Group, LLC, and co-owns Infinitas LLC and Infinitas Retirement Plan Solutions, LLC, dedicating full-time hours to these entities. He also spends minimal time on fixed insurance sales.
Employment History
Current Registrations
Insight Financial Services
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
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