Conor Weir is a CFP-designated registered investment advisor at Accelerate Retirement, based in Long Beach, CA, with 13 years of industry experience. Conor 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
5199 East Pacific Coast Highway, Suite 602, Long Beach, CA, 90804
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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
Conor is a managing director at RBG and an investment advisor at Resources Investment Advisors LLC, dedicating about half of his time to these activities. He also sells life insurance products through Back Nine Insurance and owns Retirement Builders, a personal limited liability company, and SoCal Retirement Partners, LLC, and Sokhom & Weir LLC, dedicating minimal time to each.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
NFP Retirement INC.
Triad Advisors LLCBroker
Resources Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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