TrueAdvisor
TrueAdvisor
TF
ChFC
TF
ChFC

Thomas Freismuth

Accelerate Retirement
43 Years of Experience
San Diego, CA
Sells Insurance
View SEC Summary
View SEC Summary

Thomas Freismuth is a ChFC-designated registered investment advisor at Accelerate Retirement, based in San Diego, CA, with 43 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,076 clients with $320M in assets under management.

Accelerate Retirement
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,076 clients
Average Client Portfolio
$293K average
Assets Under Management
$315.4M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annualized fee is 1.50%. Fees are negotiable on a per-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8073 Entrada de Luz East, San Diego, CA, 92127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas is involved with Touch of Green LLC, a cultivation enterprise, but is not a managing member and spends no time during market hours on it. Thomas is also a licensed insurance agent, recommending insurance products on a commission basis, dedicating minimal time to this activity.

Employment History
Current Registrations
Accelerate Retirement
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
NFP Retirement INC.
May 2021 - July 2023 · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
August 2014 - May 2021 · 6 yrs 9 mos
Cambridge Investment Research Advisors, INC.
August 2014 - May 2021 · 6 yrs 9 mos
Financial Telesis, INC.
March 2013 - August 2014 · 1 yr 5 mos
Financial Telesis INCBroker
March 2013 - August 2014 · 1 yr 5 mos
HUB International Investment Services INC. (hiis)
June 2012 - December 2020 · 8 yrs 6 mos
HUB International Investment Services INC.Broker
June 2012 - May 2021 · 8 yrs 11 mos
LPL Financial LLC
September 2009 - July 2012 · 2 yrs 10 mos
LPL Financial LLCBroker
September 2009 - July 2012 · 2 yrs 10 mos
Mutual Service Corporation
April 2008 - September 2009 · 1 yr 5 mos
Pruco Securities CorporationBroker
September 1987 - November 1993 · 6 yrs 2 mos
Mutual Service CorporationBroker
September 1984 - September 2009 · 25 yrs
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - June 1990 · 7 yrs
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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