Accel Advisors, Inc. fees
Financial planner in Costa Mesa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Accel Advisors, Inc. (Costa Mesa, CA) charges $150-$300 an hour, a flat or project fee of $1,000-$10,000, and a monthly fee of $1,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Hourly rate
- $150-
$300/hr Runs from below the California median of $300 up to it.
“Depending on the arrangements made at the inception of the agreement, we may charge an hourly fee between $150 and $300 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- Flat or project fee
- $1,000-
$10,000 Runs from below the California median of $5,000 to above it.
“For fixed fee it generally ranges between $1,000 and $10,000.”
- Monthly fee
- $1,000-
$10,000/mo “Fixed fees are negotiable and range from $1,000 - $10,000 per month, depending on the scope and complexity of services to be rendered.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2014 (12 years)
How Accel Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We require that you pay the fixed fee in advance.”
- “We require that you pay a retainer in advance and we will determine the amount up front.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 6
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $5.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2026
- CRD number
- 172750 (opens in new tab)
- Phone
- (714) 343-2954
Other planners in Costa Mesa that publish fees
- Fayner Capital AdvisoryCosta MesaHourly $500/hr
More planners in California that publish fees
- Chaney Financial Services, Inc.GlendaleHourly $200/hr, Flat $1,000-$5,000
- Redwood Grove Wealth ManagementSan RafaelFlat $4,000-$5,000
- Modern Assets, LLCHawthorneFlat $5,000-$10,000, Annual from $2,000/yr
- Luskin Financial PlanningSan DiegoHourly $450/hr, Flat $4,695
- The Goodland GroupGoletaHourly $250/hr, Flat $2,200-$7,500
- Honor Family Office, LLCSanta BarbaraQuarterly $6,250/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.