A complete list of active advisors currently associated with Accelerate Retirement

Warmer can help you find a great advisor at Accelerate Retirement or one who fits your needs even better.

Accelerate Retirement serves individuals, high‑net‑worth clients, trusts, corporations, and employer retirement plan sponsors by offering discretionary investment management, written financial planning, and comprehensive retirement plan consulting including plan design, provider research, and participant education. The firm also provides workplace financial wellness services and pension consulting as part of its client offerings. The firm delivers advice through a network of supervised Investment Adviser Representatives and constructs portfolios using mutual funds, collective investment trusts (CITs), ETFs, individual equities and fixed income, and, where appropriate, covered options; its approach is principally long‑term but may include shorter‑term trading to address changing objectives or market conditions. For plan sponsors Accelerate documents investment due diligence, prepares Investment Policy Statements, accepts ERISA fiduciary roles (including 3(21) and 3(38) services), and follows DOL PTE 2020‑02 procedures when making rollover recommendations. A notable and less common feature is that certain supervised persons are licensed insurance professionals who may offer insurance products (including under the business name Insurance Services by Accelerate in California) and receive commissions separate from advisory fees, and some IARs also act as registered representatives of broker‑dealers when implementing commissionable transactions. The firm manages roughly $315 million in discretionary and non‑discretionary assets while providing retirement plan consulting for about $5.68 billion in assets under advisement, and it uses sponsored platforms (such as Fidelity’s FMAX) and firm‑to‑firm referral arrangements as part of its service model.

To learn more about the advisors currently working at Accelerate Retirement, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.