Accel Advisors, also operating as OC CFO, is a registered investment advisor based in Costa Mesa, California, offering personalized investment management, financial planning, and corporate consulting services. Founded in 2014 and led by Certified Financial Planner Philip Lang, the firm focuses on building customized investment portfolios using primarily equities, mutual funds, and exchange-traded funds. For individuals, Accel Advisors provides ongoing portfolio management with the authority to make trades without asking first, alongside standalone financial planning services delivered on an hourly or fixed-fee basis. The firm tailors its strategies to each client's specific risk tolerance, time horizon, and goals.
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.