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 is an independent, LLC-structured registered investment adviser that entered SEC registration in 2023. The firm works with individuals, families and institutional clients and combines financial planning with discretionary and non-discretionary portfolio management. Its service menu includes fee models based on a percentage of AUM as well as hourly and fixed-fee arrangements. The firm also operates as an insurance broker and runs educational seminars and workshops as part of its client outreach and advisory activity.
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 100Active vs passive
$165M in ETFs
57%
$94.5M
11%
$70.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $24M | 273,416 | 14.57% |
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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