William Nelson is a CFP-designated registered investment advisor at Pacesetter Planning LLC, based in Arlington, VA, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 34 clients with $9.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Financial planning fee may be waived for clients with over $750,000 in assets managed by Pacesetter Planning.
Fee Estimator
Contact
William Nelson
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pacesetter Planning LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations3 states
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