Wealth Accel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individuals (including high‑net‑worth clients) and small businesses, providing integrated wealth management that combines ongoing investment management with comprehensive financial planning, plus business consultation and retirement‑rollover guidance. It operates as a fee‑only, independent registered investment adviser and reports approximately $74.8 million in discretionary assets under management and about $15.7 million in assets under advisement.
Investment decisions are guided by an evidence‑based, rules‑based framework that blends fundamental, technical and cyclical analysis; portfolios are built from ETFs, mutual funds, individual equities and fixed income and, notably for a firm of this scale, may include alternative and private investment opportunities. The firm typically manages accounts on a discretionary basis with systematic rebalancing and also offers alternative engagement options (fixed‑fee and hourly arrangements) in addition to its asset‑based fees.
Operationally, the firm uses a third‑party estate‑planning provider to facilitate client documents, maintains a formal protocol to identify and report suspected senior financial exploitation under applicable adult‑protection laws, and has a policy not to vote client proxies or pursue class‑action claims on clients’ behalf. It aggregates household accounts for fee calculations and relies on an institutional custodian relationship that provides technology and reporting support, factors that can affect execution, reporting, and service delivery relative to many peers.
Client services
Expertise
Fee options
Fixed monthly fee from $500 to $3,000 based on service complexity
$0 - $1,000,000: 1.00% (100 basis points) $1,000,001 - $3,000,000: 0.65% (65 basis points) $3,000,001 - $5,000,000: 0.45% (45 basis points) $5,000,001+: 0.25% (25 basis points)
$400 per hour, billed in 15-minute increments
Account minimum: $1,000,000 Fee-only: Fixed monthly fee ranging from $500 to $3,000; Hourly rate $400 per hour
Main office
81 Rhoads Center Dr. Suite A
Centerville OH 45458
Advisors at this office
1
Most active in
Ohio
Also doing business as
Wealth Accel · Wealth Accel LLC · Wealth Accel, LLC
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
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