{
  "crd_number": 325859,
  "slug": "accelerate-retirement-aliso-viejo-ca-325859",
  "primary_business_name": "ACCELERATE RETIREMENT",
  "legal_name": "ACCELERATE INVESTMENT ADVISORS LLC",
  "dbas": [
    "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"
  ],
  "city": "Aliso Viejo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-04-28",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 315370800.0,
  "raum_discretionary": 271377901.0,
  "raum_non_discretionary": 43992899.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 40,
  "advisory_employees": 31,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 31210969.0,
      "count": 12,
      "description": "TRUSTS"
    },
    "individuals": {
      "raum": 144654284.0,
      "count": 434
    },
    "pension_profit_sharing": {
      "raum": 18394186.0,
      "count": 577
    },
    "high_net_worth_individuals": {
      "raum": 114633516.0,
      "count": 48
    },
    "corporations_other_businesses": {
      "raum": 6477845.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "ID",
    "IL",
    "LA",
    "MA",
    "MD",
    "MI",
    "MS",
    "NC",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://accelerateretirement.com",
    "https://alkemefinancial.com",
    "https://biggfinancial.com",
    "https://collaborativefinancialgroup.com",
    "https://friedrichfinancial.net",
    "https://jonathanwhitecpa.com",
    "https://lbgadvisors.com",
    "https://linkedin.com/company/accelerateretirement",
    "https://linkedin.com/company/collaborative-financial-group",
    "https://linkedin.com/company/friedrich-financial/about",
    "https://linkedin.com/company/lbg-advisors",
    "https://linkedin.com/company/sapers-&-wallack-inc-",
    "https://linkedin.com/company/tealretirementconsulting",
    "https://linkedin.com/company/totalbenefitsca",
    "https://linkedin.com/in/jjhollands",
    "https://mogulweatlh.com",
    "https://sapers-wallack.com",
    "https://sjeretire.com",
    "https://tealretirement.com",
    "https://totalbenefitsca.com",
    "https://twitter.com/accelretire",
    "https://vpisfinancial.com/corporate-retirement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325859",
  "city_as_filed": "ALISO VIEJO",
  "url": "https://advisorcensus.com/firm/accelerate-retirement-aliso-viejo-ca-325859",
  "display_name": "Accelerate Retirement",
  "summary": "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.",
  "citation": "AdvisorCensus. Accelerate Retirement (CRD 325859): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Accelerate Retirement compensated?",
      "a": "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)."
    },
    {
      "q": "What does Accelerate Retirement's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Accelerate Retirement located?",
      "a": "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)."
    },
    {
      "q": "Is Accelerate Retirement registered with the SEC or a state?",
      "a": "Accelerate Retirement is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325859."
    },
    {
      "q": "How much does Accelerate Retirement manage?",
      "a": "Accelerate Retirement reports $315,370,800 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (86% discretionary)."
    },
    {
      "q": "How have Accelerate Retirement's assets and staff changed since 2023?",
      "a": "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."
    },
    {
      "q": "What types of clients does Accelerate Retirement serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Accelerate Retirement use?",
      "a": "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."
    },
    {
      "q": "Does Accelerate Retirement report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Accelerate Retirement's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 75586642.0,
      "total_employees": 19,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 173485832.0,
      "total_employees": 21,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 242848720.0,
      "total_employees": 36,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 315370800.0,
      "total_employees": 40,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in CT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 28 to 31.",
        "Registered or notice-filed in MS."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 25 to 28.",
        "Registered or notice-filed in IL, LA, SC."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Axial Benefits Group.",
        "Added an office in Burlington, MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.05% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/accelerate-retirement-aliso-viejo-ca-325859.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 434,
      "fewer_than_5": false,
      "raum": 144654284.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 114633516.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 577,
      "fewer_than_5": false,
      "raum": 18394186.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 6477845.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 12,
      "fewer_than_5": false,
      "raum": 31210969.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325859",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}