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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2 AND 2B 080426, filed 4 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Accel Wealth Management use?","answer":"Accel Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $720M and Principal Securities, Inc. (Des Moines, IA), with $274M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Accel Wealth Management have?","answer":"Accel Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 19 employees, and 10 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Accel Wealth Management invest in?","answer":"At the end of its last fiscal year, Accel Wealth Management’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 11% investment grade corporate bonds, 7% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% pooled vehicles (private funds and similar) and 1% other. 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