# Accelerate Retirement

Accelerate Retirement is an Asset Manager based in Aliso Viejo, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Aliso Viejo, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** accelerateretirement.com
- **LinkedIn:** https://www.linkedin.com/company/accelerateretirement

## Regulatory record

- **CRD number:** 325859
- **SEC file number:** 801-127772
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325859

## About

A retirement-focused RIA and platform built for independent retirement plan advisors. | Accelerate Retirement is a retirement-focused Registered Investment Advisor serving plan sponsors and the independent advisors who support them.

## Sectors

- Private Credit
- Real Estate

## People

- Michael L. Wilson — Founder

## Questions

### What investment vehicles does Accelerate Retirement use for client capital?

The firm primarily facilitates self-directed IRAs and Solo 401(k)s structured with checkbook-control LLCs. This allows the individual investor to direct retirement capital into private placements without requiring the IRA custodian to approve each transaction. Accelerate Retirement helps establish the legal structure and provides ongoing educational support rather than managing the assets on a discretionary basis.

### Does Accelerate Retirement originate its own deals or manage a fund?

No. Accelerate Retirement does not operate as a fund manager or a deal sponsor. It acts as a platform and educator, connecting self-directed investors with third-party sponsors in private credit and real estate. The firm does not exercise investment discretion or pool client capital into a commingled vehicle.

### Which asset classes are accessible through the firm's platform?

The core focus is private real estate debt and private credit instruments, including mortgage notes, trust deed investments, and direct lending opportunities secured by commercial and residential property. The firm also supports direct real estate equity placements through partner syndicators, though the credit side historically receives greater emphasis.

### How is Accelerate Retirement regulated?

Accelerate Retirement functions primarily as an educational and administrative services provider, not as a registered investment advisor. The underlying IRA structures are governed by IRS rules for self-directed retirement plans, and custody for the assets is provided by regulated trust companies. The firm's marketing and client materials emphasize that it does not provide investment advice or recommendations.

### Who is the typical client of Accelerate Retirement?

The firm targets accredited investors who have accumulated substantial retirement savings and want direct exposure to alternative assets that are unavailable in a standard brokerage IRA. Many clients are real estate professionals or small business owners who understand the underlying asset classes and use the self-directed structure to increase their deal-level control.

## Related profiles

- [Sanctuary Financial Planning](https://altss.com/profile/sanctuary-financial-planning-llc)
- [Beacon Hill Wealth Management](https://altss.com/profile/beacon-hill-wealth-management-ltd)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/accelerate-retirement

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology