Dillon Widdows is a registered investment advisor at Accelerated Wealth Advisors LLC, based in Colorado Springs, CO, with 7 years of industry experience. Dillon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 523 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
523 clients
Average Client Portfolio
$356K average
Assets Under Management
$186.3M

Fee Structure

Accelerated Wealth Advisors charges a fee based on the value of your portfolio. The total annual fee will not exceed 2.0% and is a combination of fees paid to the Investment Advisor and the Investment Advisor Representative. This fee covers ongoing management of your investments. The fee is deducted from your account quarterly.

Loading...

Location

13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO, 80921

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Dillon is the creator and owner of Alpine Athletics since 2018, a business involved in coaching, training, apparel, and race organizing. He spends a few hours per week on marketing, planning, and analysis for this venture.

Employment History
Current Registrations
Accelerated Wealth Advisors LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Capital Investment Advisors, LLC
November 2023 - December 2023 · 1 mo
Strategic Wealth Investment Group, LLC
January 2022 - October 2023 · 1 yr 9 mos
Fisher Investments
October 2017 - May 2021 · 3 yrs 7 mos
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.