Firm
Accumulation Strategies
Woodland Hills, California
Fee-only
Accumulation Strategies at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 33 individual clients.
- Its average account is about $896,000 (assets it manages divided by its 33 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Woodland Hills, California |
|---|---|
| Website | accumulationstrategies.com |
| Phone | (818) 712-9299 |
Accumulation Strategies fees
Accumulation Strategies doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $30 million |
| Individual clients | 33 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 112502 |