Wealth Accel (CRD# 251786) is a financial advisory firm headquartered in Centerville, OH. They manage $10,565,056 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$257,684
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bradley Westendorf (CRD# 5173675) is an Investment Advisor Representative working at Wealth Accel in Centerville, OH and has over 9 years of experience in the finance industry.
Matthew Will (CRD# 5230212) is an Investment Advisor Representative working at Wealth Accel in Centerville, OH and has over 11 years of experience in the finance industry. Matthew Will has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.