Accelerate Retirement

Accelerate Retirement (CRD# 325859) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $104,001,238 in 364 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
https://www.jonathanwhitecpa.com/
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $285,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, GA, MD, NC, NE, NJ, PA, TX, VA

Financial Advisors at Accelerate Retirement
Showing 11 - 13 of 13 top financial advisors.
11
Conor Weir, financial advisor Long Beach CA
Conor K. Weir
CRD#: 6050425
5199 East Pacific Coast Highway, Suite 602, Long Beach, CA 90804

Conor Weir (CRD# 6050425) is an Investment Advisor Representative working at Accelerate Retirement in Long Beach, CA and has over 11 years of experience in the finance industry.

12
Jared Hollands, financial advisor Aliso Viejo CA
Jared Hollands
CRD#: 7476072
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Jared Hollands (CRD# 7476072) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 3 years of experience in the finance industry.

13
Sara Johnson, financial advisor Aliso Viejo CA
Sara D. Johnson
CRD#: 6271331
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Sara Johnson (CRD# 6271331) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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