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:

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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

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