Glenn Cassidy is a registered investment advisor at Accelerate Retirement, based in Phoenix, AZ, with 22 years of industry experience. Glenn 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
Phoenix, AZ
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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
Glenn is an insurance agent for BackNine Insurance Services since 2017, dedicating a few hours per week to working with multiple carriers. He also works as an independent insurance agent for Colonial Surety Company since 2021, spending minimal time offering ERISA-based insurance coverage.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
NFP Retirement INC.
Triad Advisors LLCBroker
Resources Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
Gwfs Equities, INC.Broker
Nationwide Investment Services CorporationBroker
Nationwide Investment Services CorporationBroker
State Registrations2 states
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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