Ron Kirkpatrick
Ron Kirkpatrick is a registered investment advisor at Accelerate Retirement, based in Snohomish, WA, with 21 years of industry experience. Ron 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
Snohomish, WA
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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 →Other Business ActivitiesSells Insurance
Ron owns Liberty Benefits Group, LLC and LBG Advisors, LLC, where he oversees operations and assists in sales and service as an insurance and group benefits consultant, dedicating nearly full-time hours to this role. Ron also works as a head varsity basketball coach for a high school team, spending about half his time on this activity.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Cibc World Markets CORP.Broker
Pruco Securities CorporationBroker
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.