# Accelerate Retirement

> 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.

- CRD: 325859
- Filed as: ACCELERATE RETIREMENT
- 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)
- Location: Aliso Viejo, CA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325859
- AdvisorCensus page: https://advisorcensus.com/firm/accelerate-retirement-aliso-viejo-ca-325859

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $315,370,800
- Discretionary: $271,377,901
- Non-discretionary: $43,992,899

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 434 | $144,654,284 |
| High net worth individuals | 48 | $114,633,516 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 577 | $18,394,186 |
| Corporations or other businesses not listed above | 5 | $6,477,845 |
| Other | 12 | $31,210,969 |

### 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 40 total, 31 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Brighton, MI
- Burlington, MA
- Corona, CA
- Dallas, TX
- Ladera Ranch, CA
- Long Beach, CA
- Matthews, NC
- McKinney, TX
- Newton, MA
- Snohomish, WA
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- accelerateretirement.com
- alkemefinancial.com
- biggfinancial.com
- collaborativefinancialgroup.com
- friedrichfinancial.net
- jonathanwhitecpa.com
- lbgadvisors.com
- mogulweatlh.com
- sapers-wallack.com
- sjeretire.com
- tealretirement.com
- totalbenefitsca.com
- vpisfinancial.com/corporate-retirement
- LinkedIn @accelerateretirement
- LinkedIn @collaborative-financial-group
- LinkedIn @friedrich-financial
- LinkedIn @lbg-advisors
- LinkedIn @sapers-&-wallack-inc-
- LinkedIn @tealretirementconsulting
- LinkedIn @totalbenefitsca
- LinkedIn @jjhollands
- X @accelretire

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $75,586,642 | 19 | September 7, 2023 |
| October 2024 | $173,485,832 | 21 | August 9, 2024 |
| October 2025 | $242,848,720 | 36 | July 10, 2025 |
| October 2026 | $315,370,800 | 40 | October 1, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accelerate Retirement (CRD 325859): Form ADV filing data as of October 2026.