AdvisorCensus / Financial advisors / California / Los Angeles / Accelerate Retirement
Accelerate Retirement
Filed as ACCELERATE RETIREMENT · Legal name Accelerate Investment Advisors LLC
Accelerate Retirement is an SEC-registered investment advisory firm in Aliso Viejo, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Accelerate Retirement compensated?
On its Form ADV (Item 5.E, October 2026), Accelerate Retirement reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Accelerate Retirement's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 8, 2026 states: Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Accelerate Retirement located?
Accelerate Retirement's principal office is in Aliso Viejo, CA, according to its Form ADV; the October 2026 filing also lists 11 other offices (Schedule D, Section 1.F).
Is Accelerate Retirement registered with the SEC or a state?
Accelerate Retirement is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325859.
How much does Accelerate Retirement manage?
Accelerate Retirement reports $315,370,800 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (86% discretionary).
How have Accelerate Retirement's assets and staff changed since 2023?
In the Form ADV data for Accelerate Retirement: Regulatory assets under management: $75,586,642 in the October 2023 data and $315,370,800 in the October 2026 data, up 317%. Total employees: 19 in October 2023 and 40 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Accelerate Retirement serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (577); individuals (other than high net worth individuals) (434); high net worth individuals (48).
Which custodians does Accelerate Retirement use?
Accelerate Retirement's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Accelerate Retirement report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325859
What changed in Accelerate Retirement's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Asset-based fees may be charged based on the market value of the plan assets and may range from 0.05% to 1.5% of Plan assets, depending on the scope of the project and duration of services.
As stated in the firm's Form ADV Part 2A brochure dated July 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$315,370,800 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Accelerate Investment Advisors LLC
- Also doing business as
- ALKEME FINANCIAL SERVICES, ASSOCIATED BUILDERS AND CONTRACTORS, BIGGFINANCIAL, COLLABORATIVE FINANCIAL GROUP, FRIEDRICH FINANCIAL, MOGUL WEALTH STRATEGIES, SAPERS & WALLACK, SJE RETIREMENT, TEAL RETIREMENT CONSULTING, TOTAL BENEFITS CA
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 40. Performing investment advisory functions: 31.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
11 other offices, as of the October 2026 filing
- States registered or notice-filed
-
25 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $315,370,800 | 40 | October 1, 2026 |
| October 2025 | $242,848,720 | 36 | July 10, 2025 |
| October 2024 | $173,485,832 | 21 | August 9, 2024 |
| October 2023 | $75,586,642 | 19 | September 7, 2023 |
Regulatory assets under management: $75,586,642 in the October 2023 data and $315,370,800 in the October 2026 data, up 317%.
Total employees: 19 in October 2023 and 40 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Updated its list of owners and control persons (Schedule A).
- July 2026
- Registered or notice-filed in CT.
- April 2026
- No longer lists the business name Axial Benefits Group.
- Added the business name Biggfinancial.
- Regulatory assets under management went from $242,848,720 to $315,370,800 (+30%).
- Added an office in Corona, CA.
- Added an office in Dallas, TX.
- Added an office in Washington, DC.
- No longer lists an office in Riverside, CA.
- February 2026
- No longer lists the business name Omni 360 Retirement Consulting.
- Added the business name Teal Retirement Consulting.
- Registered or notice-filed in TN.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- Employees performing advisory functions went from 28 to 31.
- Registered or notice-filed in MS.
- December 2025
- Employees performing advisory functions went from 25 to 28.
- Registered or notice-filed in IL, LA, SC.
- November 2025
- Added the business name Axial Benefits Group.
- Added an office in Burlington, MA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Accelerate Retirement (CRD 325859): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/accelerate-retirement-aliso-viejo-ca-325859