Phillip Anthony Matheson
Investment adviser representative at Accelerate Retirement
10 yearsExperience
1 stateRegistered in
$315.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Accelerate RetirementMay 2023 to now
- Kestra Investment Services, LLCJan 2022 to Mar 2023
- Nfp RetirementDec 2021 to Jul 2023
- Triad AdvisorsJan 2019 to Dec 2021
- Resources Investment AdvisorsDec 2018 to Dec 2021
- Independent Financial PartnersDec 2016 to Dec 2018
- LPL Financial, LLCDec 2016 to Dec 2018
- Kestra Financial Services, IncApr 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Accelerate Retirement
Legal name: Accelerate Investment Advisors LLC
$315.4MAssets managed
1,076Clients
31Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3032213
- Firm CRD
- 325859