Accel Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,647,070
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
6
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$941,178
About
Accel Advisors is a solo registered investment adviser serving a small number of individual clients and a limited set of corporate/business clients. The firm offers tailored financial planning (on hourly or fixed-fee terms), discretionary portfolio management, and financial consulting to companies on topics such as risk assessment, financial organization, and decision-making.
The adviser employs a mix of fundamental and technical analysis and uses both long- and short-term purchase strategies, constructing and monitoring discretionary portfolios to align with each client's stated objectives and risk tolerance. The firm conducts periodic account reviews, may combine household accounts for fee calculations, and relies on a designated custodian platform for trade execution and custody.
Notable for a single-advisor independent firm, it maintains an active corporate consulting practice alongside individual portfolio management and does not participate in wrap or performance-based fee programs. The firm manages modest assets (about $5.8 million across a very small client base), routinely requires directed brokerage through its chosen custodian, does not combine client orders as block trades, and does not vote proxies on clients' behalf.
Client services
Financial planning
Portfolio management
Corporate financial consulting and other business advisory services
Corporate financial consulting and other business advisory services
Fee options
Financial Planning Services hourly fee between $150 and $300; Financial Consulting Services hourly fee between $100 and $500.
Fee-only: Financial Planning Services fixed fee ranges from $1,000 to $10,000; Financial Consulting Services fixed fee ranges from $1,000 to $10,000 per month.
Main office location
Accel Advisors, Inc.
Costa Mesa CA, United States
Number of offices
1
Most active in
Accel Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
California
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:
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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
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