# Pacesetter Planning LLC

Pacesetter Planning LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://pacesetterplanning.com
- **LinkedIn:** https://www.linkedin.com/company/williamjnelson

## Regulatory record

- **CRD number:** 285168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285168

## About

Pacesetter Planning LLC is a state-registered investment adviser with approximately $9 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Questions

### Does Pacesetter Planning LLC disclose its assets under management?

No. The firm does not publish an AUM figure in any publicly accessible filings or marketing materials. Its AUM remains undisclosed.

## Related profiles

- [ODINIC ADVISORS LLC](https://altss.com/profile/odinic-advisors-llc)
- [Pegasus Wealth Management](https://altss.com/profile/pegasus-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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