Advisor at Accel Wealth Management
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
Accel Wealth Management
Location
Waverly, IA 50677
Credentials
Series 63, Series 65
Industry experience
12 years
Pension consulting flat fees generally range from $750 to $10,000; Minimum financial plan fee $500
$0 - $25,000: $45 annual minimum fee per qualifying account $25,000+: Up to 2.25% annually on assets under management
Some IARs are registered representatives and receive commissions and trail fees from securities and insurance sales, representing a conflict of interest
Financial planning and consulting services charged at $150 - $250 per hour; Pension consulting at $150 per hour
Account minimum: $25,000 for individual accounts to avoid the $45 annual fee; $250,000 total household billable assets threshold for waiver considerations; $250,000 to $500,000 minimums for certain sub-advisory relationships with minimum fees Minimum fee: $45 annual fee for individual accounts under $25,000 and total household billable assets under $250,000 Fee-only: Investment management fees up to 2.25% AUM; Financial planning $150-$250 per hour; Pension consulting hourly $150 or flat fees $750-$10,000 or up to 1.5% of plan assets
Accel Wealth Management LLC
2022 - Present (4 years)
Northwest Wealth Management Llc
2013 - 2022 (9 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
CFP®
Cedar Falls, IA
Origin Investment Advisory LLC
As a Fee-Only, Advice Only planner, I am passionate about empowering and leading others through the nuances and complexities of financial planning. I believe in meeting people where they are at in life, and being in service of others when possible. I do this through professional engagements that provide you with meaningful value, clear and concise communication, and an actionable roadmap intended to help you implement the recommendations I provide. We can work together in an ongoing basis, virtually, or in-person, or work together on an as needed, hourly basis in order to help you best achieve your financial and life goals. My planning process is clarified at the start of an engagement so you understand what I provide though our regular meetings, and how I monitor and analyze your situation behind the scenes. I will also review a sample plan to visually demonstrate how we work together and give you a clear idea on what to expect. Outside of my passion for planning, my wife and I are both outdoor enthusiasts. I enjoy kayaking, running, cycling, skiing, and pickleball in my free time. We also make time to travel and experience the world, which aligns with some of the core tenets of Navigate Financial Planning. I offer a 30 minute introductory call to see if I am a good fit for your unique planning need. If you are looking to learn more about how I can help, I'm always happy to have a conversation.
Series 63, Series 66
Waverly, IA
Edward Jones
CFP®, Series 66
Waverly, IA
Edward Jones
CFP®, Series 66
Waverly, IA
Edward Jones
Series 63
Cedar Falls, IA
Fencl Advisory Services, LLC
Series 65
Waverly, IA
Accel Wealth Management
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