Pace Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Pace Financial Advisors reports 1,242 clients. They include 1,161 individual clients, 79 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 100.0% ($362M across 3,964 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 61% |
| High-net-worth individuals | 6% | 38% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,161 | $220M | 60.8% | $190K |
| High-net-worth individuals | 79 | $139M | 38.3% | $1.76M |
| Pension and profit-sharing plans | 2 | $3.14M | 0.9% | $1.57M |
| Total | 1,242 | $362M | 100% | $292K |
- Clients
- 1,161
- Regulatory AUM
- $220M
- AUM share
- 60.8%
- Avg. per client
- $190K
- Clients
- 79
- Regulatory AUM
- $139M
- AUM share
- 38.3%
- Avg. per client
- $1.76M
- Clients
- 2
- Regulatory AUM
- $3.14M
- AUM share
- 0.9%
- Avg. per client
- $1.57M
Total
- Clients
- 1,242
- Regulatory AUM
- $362M
- AUM share
- 100%
- Avg. per client
- $292K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Pace Financial Advisors is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone Financial Planning and Consulting
- Stand-alone financial planning and consulting is billed hourly at a maximum of $350 an hour, negotiable and billed in arrears.
Jeffrey Eischen owns 75% or more of Pace Financial Advisors. The leadership team of Pace Financial Advisors includes Chief Compliance Officer Jeffrey Eischen. It has 9 employees.
Leadership
- Jeffrey EischenFounder/Principal/Chief Compliance Officer
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Dylan Thomas Bastress
- Nathan Edward Bauer
- Erik Charles Dante
- Jeffrey Daniel Eischen
- Jeremiah Daniel Eischen
- Grant Douglas Lawton
- Kevin Bradley Mellinger
- Christopher Jerome Mettee
- Jason Ray Mitchell
- Zachary Daniel Moore
- Adam Jon Wachob
- Anthony Lee Walther
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Pace Financial Advisors, Inc.
Jeffrey Eischen
Control person · since September 2021
Pace Financial Advisors’ regulatory assets grew 2.3× from $160M (June 2022) to $362M (April 2026); clients rose from 700 to 1,242 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $362M | 1,242 | 9 | 3 |
| June 2025 | $390M | 1,351 | 10 | 2 |
| March 2024 | $301M | 1,130 | 9 | 2 |
| April 2023 | $191M | 679 | 5 | 4 |
| June 2022 | $160M | 700 | 6 | 1 |
Besides its headquarters, Pace Financial Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Oregon.
Oregon · 2 listed addresses
- 421 Se Washington Street, HillsboroHQ
- 111 Se 3rd Avenue, Hillsboro
Contact and registration details
- Legal name
- Pace Financial Advisors, Inc.
- Headquarters
- 421 Se Washington Street, Hillsboro, OR 97123
- Website
- pace-fa.com
- Phone
- 971-727-8434
- @pacefinancialadvisors
- SEC file
- 801-123174
- Structure
- Oregon corporation
- Fiscal year end
- December
Pace Financial Advisors uses Charles Schwab ($362M) as custodian for its separately managed accounts. Pace Financial Advisors has custody of $270M in client assets for 1,191 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $362M100%
At year end, Pace Financial Advisors’ separately managed accounts were mostly in funds (76%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds76%
- Cash5%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Pace Financial Advisors have?
Pace Financial Advisors has 1,242 clients and manages $362 million for them, as of April 2026. They include 1,161 individual clients, 79 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 April 2026
What services does Pace Financial Advisors offer?
Pace Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pace Financial Advisors use?
Pace Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $362M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 April 2026
How many financial advisors does Pace Financial Advisors have?
Pace Financial Advisors has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pace Financial Advisors invest in?
At the end of its last fiscal year, Pace Financial Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pace Financial Advisors?
Pace Financial Advisors’ direct owner is Jeffrey Eischen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 April 2026
How does Pace Financial Advisors get paid?
Pace Financial Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pace Financial Advisors?
Pace Financial Advisors’ main office is at 421 Se Washington Street, Hillsboro, OR 97123. Its phone number is 971-727-8434. Its website is pace-fa.com.