Advisor at Accelerate Retirement
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Accelerate Retirement
Location
Athens, TX
Credentials
Series 63, Series 65
Industry experience
25 years
Financial planning fees can be a negotiated flat fee; retirement plan consulting may charge flat fees ranging from $2,000 to $100,000 or more depending on scope and duration; annual flat fee per participant may be charged for Workplace Financial Wellness Services.
up to 1.50% annually (maximum annualized client fee)
Certain Investment Adviser Representatives (IARs) who are registered representatives of broker-dealers may receive commission-based compensation separate from advisory fees.
Up to $350 per hour depending on scope and duration of services.
Account minimum: $25,000 Fee-only: Flat fee negotiable depending on scope and duration for financial planning, ranging from $2,000 to $100,000 or more for retirement plan consulting, and up to $350 per hour for hourly fees.
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2026 - Present (1 year)
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2023 - Present (3 years)
Advisor Resource Council
2021 - Present (5 years)
Gwfs Equities, Inc.
2021 - 2021 (1 year)
MML Distributors LLC
2014 - 2021 (7 years)
Massachusetts Mutual life Insurance Company
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Mabank, TX
Edward Jones
Series 66
Athens, TX
Edward Jones
Series 63, Series 66
Gun Barrel City, TX
Edward Jones
CFP®, Series 66
Athens, TX
Edward Jones
CFP®, Series 63, Series 66
Brownsboro, TX
Intentional Living FP
Series 65
Larue, TX
Domestique Capital LLC
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