A complete list of active advisors currently associated with Accel Advisors, Inc.

Warmer can help you find a great advisor at Accel Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Accel Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.