Philip Lang is a CFP-designated registered investment advisor at Accel Advisors, INC., based in Costa Mesa, CA, with 23 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 7 clients with $5.8M 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 | 2.00% |
Fees generally range between 0.50% and 2.0% of assets under management and are negotiable based on portfolio complexity and services required.
Fee Estimator
Location
Costa Mesa, CA
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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 Activities
Philip provides financial consulting services to companies through Accel Advisors, Inc. This involves advising companies on financial-related topics such as risk assessment, financial organization, and financial decision making.
Employment History
Current Registrations
Accel Advisors, INC.
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, 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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