Matt Will
Wealth Accel LLC · Dayton, Ohio
Matt Will is a fee-only financial advisor at Wealth Accel LLC in Dayton, Ohio, who holds the CFP credential. Matt focuses on retirement planning, tax planning and estate & legacy planning. Wealth Accel LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Wealth Accel LLC |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $74.8M across 258 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5230212 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthaccel.com |
How Matt's firm compares
- Wealth Accel LLC's average account is about $290,000, from its Form ADV (assets managed divided by 258 accounts).
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Questions about Matt
Is Matt Will a fee-only financial advisor?
Yes. Matt Will is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matt's firm.
How does Matt charge for financial advice?
Matt's firm, Wealth Accel LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matt Will based?
Matt Will is based in Dayton, Ohio.
What does Matt specialize in?
Matt's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and pension planning. Matt works with pre-retirees and retirees.
What credentials does Matt Will hold?
Matt Will holds the CFP credential.
Is Matt Will registered with the SEC?
Yes. Matt Will is registered as an investment adviser representative in OH (CRD 5230212), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wealth Accel LLC manage?
Wealth Accel LLC reports $74.8M across 258 accounts in assets under management.
How do I contact Matt Will?
Through Matt's website, wealthaccel.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wealth Accel LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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