Anthony Gaiffe is a CFP-designated registered investment advisor at Accel Wealth Management, based in Cedar Rapids, IA, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,381 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees can be waived and/or negotiated.
Fee Estimator
Location
5500 Fountains Drive NE, Suite 201, Cedar Rapids, IA, 52411
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony helps clients with investment matters and insurance as an agent since 2013. This activity takes more than full-time hours, including time spent trading and conducting seminars.
Employment History
Current Registrations
Accel Wealth Management
Integrity Alliance, LLC.Broker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
LPL Financial LLCBroker
Hawkins Wealth Management
Sii Investments, INC.
Sii Investments, INC.Broker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.