Brian Brummell is a registered investment advisor at Accelerate Retirement, based in Ladera Ranch, CA, with 24 years of industry experience. Brian 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annualized fee is 1.50%. Fees are negotiable on a per-client basis.
Fee Estimator
Location
111 Corporate Drive, Suite 200, Ladera Ranch, CA, 92694
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Regulatory History
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 →Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
NFP Retirement INC.
Exeter Financial, LLC
Nuveen Asset Management, LLC
Nuveen Investments Advisers INC.
Rittenhouse Asset Management, INC.
Nuveen Fund Advisors, INC.
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.
Exams
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