PlannerFees

Accel Wealth Management fees and pricing

Financial planner in Waverly, Iowa. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 4, 2026, Accel Wealth Management charges $150⁠-⁠$250 an hour and a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$250/hr
“The Adviser charges clients $150 - $250 an hour for financial planning and consulting services.”
Flat or project fee
$500
“The minimum charge for a financial plan is $500 with an anticipated three hours of work.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Accel Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Typically, these fees are billed on a pro-rata basis quarterly in advance based on the value of your managed account on the last day of the previous quarter.”
  • “This fee will be assessed once per calendar year and is not subject to refund, regardless of account activity, balance fluctuations, or termination of 5 services during the billing period.”
  • “Fees are due and payable upon completion of the services.”

How Accel Wealth Management’s fees compare

  • Its hourly rate of $150-$250 is below the Iowa median of $250. 6% of the 47 other Iowa planners that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Iowa median of $3,850. 5% of the 43 other Iowa planners that publish a flat or project fee charge less.

About Accel Wealth Management

“Financial Planning, Consulting Services, & Financial Education Services The Adviser provides financial planning, consulting and plan update services to individuals and businesses consistent with the clients’ financial and tax status, in addition to their risk profile and return objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 19 employees.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Founded: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2.25% a year
Clients
1,290
Employees
19
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$1,147,752,700
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
286201
Website
acceladvantage.com (opens in new tab)
Phone
(319) 596-1101

Can advise clients in 8 states: Arizona, Florida, Iowa, Kansas, Minnesota, Missouri, Texas, Wisconsin

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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.