Sara Dorothy Johnson
Investment adviser representative at Accelerate Retirement
13 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
13 years in the industry.
- Accelerate RetirementSep 2023 to now
- Abc Insurance TrustJul 2023 to now
- Sunwest PensionsMay 2021 to Jul 2023
- Bcj Financial GroupJun 2017 to Apr 2021
- Pkb Retirement ServicesNov 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6271331
- Firm CRD
- 325859