ACCELERATE RETIREMENT

120 Vantis Dr., Suite 330
Aliso Viejo, California 92656
Tel: 888-439-7071

About ACCELERATE RETIREMENT

ACCELERATE RETIREMENT, formally registered with the SEC as ACCELERATE RETIREMENT. The firm was established in 04/28/2023. They have over 14 offices throughout the country.

ACCELERATE RETIREMENT is a Aliso Viejo, California based Financial Planning firm with nearly $242,848,720 assets under management, offering retirement planning & investment advisory services to 704 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325859
SEC#	801-127772
Assets Managed by Firm	$242,848,720
No. of Clients	704
No. of Advisors	36

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	704	$242,848,720
Individuals (other than high net worth individuals)	318	$104,282,640
High net worth individuals	41	$95,694,589
Pension and profit sharing plans	541	$15,396,401
Corporations or other businesses	7	$10,446,817

More Retirement Planning firms in Aliso Viejo, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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