Phillip Matheson is a registered investment advisor at Accelerate Retirement, based in Aliso Viejo, CA, with 19 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.
Location
120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip owns rental real estate property and helps his wife manage it. He also owns The Matheson Group and SoCal Retirement Builders LLC, both providing investment advisory services; the former takes about a quarter of his time, while the latter takes minimal time.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
Kestra Investment Services, LLCBroker
NFP Retirement INC.
Triad Advisors LLCBroker
Resources Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Lifeusa Securities, INC.Broker
State Registrations1 state
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.