BS
BS

Blair Stientjes

19 Years of Experience
Walnut Creek, CA

Blair Stientjes is a registered investment advisor at Accelerate Retirement, based in Walnut Creek, CA, with 19 years of industry experience. Blair 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.

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
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Location

Walnut Creek, CA

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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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Employment History
Current Registrations
Accelerate Retirement
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - August 2023 · 7 yrs 4 mos
NFP Advisor Services, LLC
May 2011 - September 2016 · 5 yrs 4 mos
Kestra Investment Services, LLCBroker
March 2011 - August 2023 · 12 yrs 5 mos
Lincoln Financial Distributors, INC.Broker
November 2009 - January 2011 · 1 yr 2 mos
Lincoln Financial Advisors CorporationBroker
March 2008 - January 2011 · 2 yrs 10 mos
Adp Broker-Dealer, INC.Broker
October 1998 - February 2000 · 1 yr 4 mos
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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