Accelerate Retirement
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 325859
- Registered since
- April 28, 2023
- Website
- accelerateretirement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals45.87%
- HNWI36.35%
- Other9.9%
- Pension & Profit Sharing Plans5.83%
- Corporations / Businesses2.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Accelerate Retirement operates as an independent RIA organized as a limited liability company and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management across individuals, small businesses, and larger business or institutional clients. Its service set includes pension consulting support and educational seminars, and the firm also functions as an insurance broker. Compensation structures include asset-based fees, hourly charges, and fixed fees. Accelerate Retirement does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities18%
- Cash & Cash Equivalents12%
- State & Local Bonds3%
- Other3%
Owners & executives
1 of 1
Ron Kirkpatrick
CEO & PresidentCRD 4090449
Contacts
3 of 30
Brian Brummell
Managing DirectorCRD 3087263
Eric Carlson
Managing DirectorCRD 6148345
Glenn Cassidy
Managing DirectorCRD 4193108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$143M in ETFs
58%
$82M
10%
$60.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $21.6M | 281,739 | 15.11% |
Location
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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