Accel Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,647,070
Clients
6
Advisors
1
of 1 employees
About
Accel Advisors is a solo registered investment adviser serving a small number of individual clients and a limited set of corporate/business clients. The firm offers tailored financial planning (on hourly or fixed-fee terms), discretionary portfolio management, and financial consulting to companies on topics such as risk assessment, financial organization, and decision-making.
The adviser employs a mix of fundamental and technical analysis and uses both long- and short-term purchase strategies, constructing and monitoring discretionary portfolios to align with each client's stated objectives and risk tolerance. The firm conducts periodic account reviews, may combine household accounts for fee calculations, and relies on a designated custodian platform for trade execution and custody.
Notable for a single-advisor independent firm, it maintains an active corporate consulting practice alongside individual portfolio management and does not participate in wrap or performance-based fee programs. The firm manages modest assets (about $5.8 million across a very small client base), routinely requires directed brokerage through its chosen custodian, does not combine client orders as block trades, and does not vote proxies on clients' behalf.
Client services
Expertise
Fee options
Financial Planning Services hourly fee between $150 and $300; Financial Consulting Services hourly fee between $100 and $500.
Fee-only: Financial Planning Services fixed fee ranges from $1,000 to $10,000; Financial Consulting Services fixed fee ranges from $1,000 to $10,000 per month.
Main office
Costa Mesa CA
Advisors at this office
1
Most active in
California
Also doing business as
Accel Advisors, Inc. · Advisor2 · Oc Cfo
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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