Wealth Accel
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,754,313
Total clients
70
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$1,067,919
About
Wealth Accel provides comprehensive wealth management services to individuals, high‑net‑worth clients, and small businesses, combining investment management and personalized financial planning. The firm also advises on retirement plan rollovers and facilitates estate document preparation through a partnership with Wealth, Inc.
Investment decisions are guided by an evidence‑based, rules‑based framework that emphasizes proper asset allocation, broad diversification, cost and tax awareness, and systematic rebalancing, while drawing on fundamental, technical, and cyclical analysis. Portfolios may include ETFs, mutual funds, individual securities, alternative investments, and private opportunities, and are typically managed on a discretionary basis with regular monitoring and periodic reviews.
Distinctive features include the formal Wealth, Inc. relationship to streamline estate‑planning documents and the firm’s relatively concentrated client base—managing roughly $64 million for about 60 clients—which aligns with access to private and alternative investments. The firm does not vote proxies on client securities and maintains a documented process for identifying and reporting suspected senior financial exploitation under applicable state law.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Private / alternative investments
Active portfolio management
Fee options
Fixed monthly fee ranging from $500 to $3,000 based on service complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.65% annually $3,000,001 - $5,000,000: 0.45% annually $5,000,001+: 0.25% annually
$400 per hour, billed in 15-minute increments
Account minimum: $1,000,000 Fee-only: Fixed fee: $500 to $3,000 monthly; Hourly fee: $400 per hour
Main office location
Wealth Accel
81 Rhoads Center Dr. Suite A
Centerville OH 45458, United States
Number of offices
1
Most active in
Wealth Accel has reported serving >5 clients in these states in the last 12 months.
Ohio
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
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