Matthew Will is a CFP-designated registered investment advisor at Wealth Accel, based in Centerville, OH, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 63 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fees are negotiable. For comprehensive or ongoing advisory services, Wealth Accel charges a fixed monthly fee ranging from $500 to $3,000.
Fee Estimator
Contact
Matthew Will
Location
81 Rhoads Center Dr. Suite A, Centerville, OH, 45458
Get directionsHistory
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
Wealth Accel
Previous Registrations
Birchcreek Wealth Management, LLC
Wealth Accel
Financial Management Group INC
Strategic Advisers, 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
Additional Information
Matt Will, CFP® is the owner and lead advisor at Wealth Accel. Matt has 18 years of experience in the financial services industry. He has experience working with clients ranging from senior-level Fortune 500 executives to individuals who are just beginning their financial journey. For more information about Matt and our firm, please visit our website atwealthaccel.com