Accel Wealth Management
Waverly, IA·SEC-registered · CRD #286201
Accel Wealth Management is an SEC-registered investment advisory firm in Waverly, IA managing $1.1B across 2.8k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
2.8k
Advisory staff
10
Fee model
Fee-based
How Accel Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Accel Wealth Management
How much does Accel Wealth Management manage?
Per its most recent SEC Form ADV filing (03/02/2026), Accel Wealth Management reports $1.1B in regulatory assets under management across roughly 2.8k client accounts.
How does Accel Wealth Management charge?
Accel Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Accel Wealth Management a fiduciary?
Yes. Accel Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #286201), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Accel Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Accel Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Waverly, IA
Profile compiled from Accel Wealth Management's public SEC Form ADV filing (CRD #286201, filed 03/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Accel Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Accel Wealth Management? Claim this profile.