TrueAdvisor
TrueAdvisor
JB
JB

Joseph Biggerstaff

Accelerate Retirement
26 Years of Experience
Athens, TX
Broker
View SEC Summary
View SEC Summary

Joseph Biggerstaff is a registered investment advisor at Accelerate Retirement, based in Athens, TX, with 26 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. 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

Athens, TX

Get directions

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.

Learn about disclosures →
Other Business Activities

Joseph is involved with multiple Registered Investment Advisor DBAs, including Generations Financial Management, Advisor Resource Council, Council Family Office, Lighthouse Financial, Foundation Wealth Partners, BiggFinancial LLC, and 360 Wealth Planners, LLC, dedicating full-time hours to these activities. He also works as a Varsity Head Coach for Baseball at Heritage Christian Academy, dedicating about 10-20% of his time.

Employment History
Current Registrations
Accelerate Retirement
January 2026 - Present · 9 mos
LPL Financial LLC
November 2025 - Present · 11 mos
LPL Financial LLC
February 2023 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 8 mos
Advisor Resource Council
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Gwfs Equities, INC.Broker
January 2021 - February 2021 · 1 mo
MML Distributors, LLCBroker
January 2015 - January 2021 · 6 yrs
Guidestone Financial ServicesBroker
February 2010 - November 2014 · 4 yrs 9 mos
Pfpc Distributors, INC.Broker
July 2006 - December 2008 · 2 yrs 5 mos
Pfpc Distributors, INC.Broker
January 2001 - August 2005 · 4 yrs 7 mos
Sws Financial ServicesBroker
December 1998 - September 2000 · 1 yr 9 mos
PFS Investments INC.Broker
May 1996 - December 1996 · 7 mos
A. G. Edwards & Sons, INC.Broker
October 1993 - May 1994 · 7 mos
State Registrations2 states
MNTX
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Athens, TX →All financial advisors in Texas →