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Accel Wealth Management

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Client assets under management

$656,063,886

Clients

1,290

13% high-net-worth

Advisors

10

of 19 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

129

Very High

Average account size

$508,577

About

Accel Wealth Management LLC is a registered investment adviser that works with individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, and business entities. Its services include discretionary portfolio management, financial planning and consulting, pension consulting for plan sponsors, and employee financial education presentations.

The firm describes a “total portfolio” approach that emphasizes a disciplined, diversified allocation tailored to each client through a written investment policy statement, with a primary focus on long‑term purchases and periodic rebalancing. It also uses tools such as options and structured notes for hedging or risk management and may engage third‑party sub‑advisers or money managers when appropriate.

Accel’s business mix includes several features that are less common among comparable team firms: some investment adviser representatives are also registered representatives of Integrity Alliance, LLC and the firm is registered as an insurance agency offering fixed insurance products, which creates the potential for commissionable sales alongside advisory services. The firm also serves employer plan sponsors (including acting as a 3(38) manager for pooled employer plans), provides employer‑requested educational presentations, and publishes client materials and newsletters that are reviewed by its compliance officer.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement income strategy Active portfolio management

Occupation focus

Founder/Business Owner Retired

Demographic focus

Mid-Career Professionals

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Fee options

Fixed

Pension consulting flat fees ranging from $750 to $10,000; financial planning minimum fee $500

Percentage

$0 - $25,000: $45 annual fee (for qualifying accounts below $25,000 and household assets under $250,000) $25,000+: Up to 2.25% annually, billed quarterly in advance, fees negotiable/waivable

Commissions

Some IARs are registered representatives receiving commissions for securities sales and insurance products

Project-based

Financial planning and consulting: $150 - $250 per hour; Pension consulting: $150 per hour

Other

Minimum fee: $45 annual fee for individual accounts valued less than $25,000 and total household assets less than $250,000, assessed once per calendar year, waivable at discretion Fee-only: Financial planning and consulting charged hourly at $150 - $250 per hour, minimum $500 per plan; Pension consulting charged hourly ($150/hr), flat fees ($750-$10,000), or up to 1.5% of plan assets

Main office location

Accel Wealth Management

301 Oak Ridge Circle

Waverly IA 50677, United States

Number of offices

4

Most active in

Arizona · Florida · Iowa · Kansas · Minnesota · Missouri · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan H

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Ryan Hervey is a financial advisor at Accel Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm uses a total portfolio approach focused on disciplined, diversified allocation, long-term holdings, and risk management strategies including options and structured notes.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Juan G

Series 65

Waverly, IA

Accel Wealth Management

Juan Garcia Heredia is a Series 65-licensed advisor at Accel Wealth Management with one year of industry experience. Prior to joining Accel, he worked at Elmcrest Country Club and GM Financial. Outside of finance, he owns and manages the Vega Sports Academy, a sports coaching business. Accel Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a disciplined, diversified “total portfolio” approach focused on long-term investments and employs tools like options and structured notes for risk management.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Mitchell C

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Mitchell Cook is a financial advisor at Accel Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The O.N. Equity Sales Company, Ohio National Financial Services, Unified Trust Company, HKFS, and ProEquities Inc. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations with a primary emphasis on long-term investments and periodic rebalancing.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Scott D

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Scott Durscher is a financial advisor at Accel Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Brokers International Financial Services and Rda Financial Network, Inc. Outside of advisory work, he is part owner of Accel Holdings Inc, the parent company of Accel Wealth Management and The Accel Group, and volunteers with the Bremer County Conservation Board Support Group. Accel Wealth Management LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a “total portfolio” approach focused on disciplined, diversified allocations and long-term strategies, and offers services that include discretionary portfolio management, financial planning, pension consulting, and employee financial education.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Michele K

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Integrity Alliance, LLC and Cambridge Investment Research, Inc. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a disciplined, diversified “total portfolio” approach focused on long-term allocations and risk management, offering services such as discretionary portfolio management, financial planning, and pension consulting.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Todd M

ChFC®, Series 63, Series 65

Waverly, IA

Accel Wealth Management

Todd Manternach is a ChFC® with 38 years of industry experience and is currently a financial advisor at Accel Wealth Management. He has previously worked at Brokers International Financial Services, Ameritas Investment Corp, Premier Advisors LLC, and has owned Manternach & Associates since 2002, where he focuses on retirement planning and non-securities business. Accel Wealth Management serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach emphasizing disciplined, diversified allocations tailored through written investment policy statements, with a focus on long-term holdings and periodic rebalancing.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Jason W

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Jason Willenborg is a financial advisor with Accel Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Brokers International Financial Services, Premier Advisors, and Ameritas Investment Corp. In addition to his advisory role, he is licensed as an independent insurance agent to sell fixed insurance products. Accel Wealth Management serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations tailored through written investment policy statements and utilizes tools such as options and structured notes for risk management.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Matthew T

Series 66

Waverly, IA

Accel Wealth Management

Matthew Temple is a financial advisor at Accel Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Brokers International Financial Services and Nestle. In addition to his advisory role, he is involved in life and health insurance sales. Accel Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a disciplined, diversified “total portfolio” approach focused on long-term investment and risk management, offering services such as discretionary portfolio management, financial planning, and employer financial education.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Stacie B

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Stacie Brass is a financial advisor with Accel Wealth Management who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has worked at Accel Wealth Management and related entities since 2010 and serves as a board member of the Community Foundation of Northeast Iowa. Brass is also involved as an independent insurance agent and holds leadership roles in affiliated companies. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations tailored to clients through written investment policy statements, with additional services including financial planning, pension consulting, and employee financial education.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
user avatar

Anthony G

CFP®, Series 63, Series 65

Waverly, IA

Accel Wealth Management

Anthony Gaiffe is a CFP® professional at Accel Wealth Management with 26 years of industry experience. He has worked at Accel Wealth Management and Integrity Alliance, LLC since 2019, and previously held roles at Premier Advisors and Ameritas Investment Corp. He serves as a board member of the Prairie School Foundation, an educational nonprofit. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach emphasizing disciplined, diversified allocations with a focus on long-term investment and risk management, including the use of options and structured notes.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
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