Paceline Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,911,238
Clients
15
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$1,260,749
About
Paceline Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individual and high‑net‑worth clients, including comprehensive financial planning and retirement‑account guidance. The firm advises on rollovers and distributions from ERISA plans and may accept direction to access and manage held‑away participant accounts through third‑party platforms.
The firm’s investment approach is primarily long‑term, constructing portfolios that typically use mutual funds, index funds, ETFs and occasional individual securities, and it applies fund, fundamental and cyclical analysis in selection and monitoring. Paceline acts as a fiduciary, rebalances portfolios periodically, and may buy or sell positions held for less than a year when driven by client objectives, tax reasons or market conditions.
Compared with many independent advisors, Paceline provides participant account management and what it describes as pension‑consulting style services through third‑party aggregation platforms — a capability that is relatively uncommon for firms in its peer group. The firm manages about $18.9 million for a small client base and participates on an institutional custodian platform (including an institutional relationship with Schwab) while absorbing certain platform costs to service held‑away assets.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Tax-loss harvesting
Fee options
Fixed fees ranging from $5,000 to $20,000 for financial planning and consulting services
$0 - $2,000,000: 1.00% annually $2,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Up to $500 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $500; Fixed fees from $5,000 to $20,000 for financial planning and consulting services
Main office location
Paceline Wealth Management, LLC
Medfield MA, United States
Number of offices
2
Most active in
Paceline Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
(617) 440-7442
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