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CFP
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CFP

Jeffery Sutton

Accelerate Retirement
28 Years of Experience
Burlington, MA
View SEC Summary
View SEC Summary

Jeffery Sutton is a CFP-designated registered investment advisor at Accelerate Retirement, based in Burlington, MA, with 28 years of industry experience. Jeffery 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

1 Van de Graff Drive, Suite 501, Burlington, MA, 01803

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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 Activities

Jeffery works as a Retirement Plan Advisor for Axial Benefits Group since April 2024. This activity is investment-related and takes up all of Jeffery's time during business hours.

Employment History
Current Registrations
Accelerate Retirement
October 2025 - Present · 1 yr
Previous Registrations
Commonwealth Financial Network
August 2018 - October 2025 · 7 yrs 2 mos
Commonwealth Financial NetworkBroker
August 2018 - October 2025 · 7 yrs 2 mos
Donegal Investment Advisors, INC.
October 2012 - May 2018 · 5 yrs 7 mos
Donegal Securities, INC.Broker
February 2004 - November 2018 · 14 yrs 9 mos
Nutmeg Securities, LTD.Broker
June 2002 - January 2004 · 1 yr 7 mos
Epsilon Management Services, INC.Broker
July 1999 - August 2002 · 3 yrs 1 mo
New England SecuritiesBroker
November 1995 - May 1997 · 1 yr 6 mos
State Registrations1 state
MA
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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