Raymond
Hart

Accelerated Wealth Advisors LLC

CRD#6333498
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Raymond Hart is a certified financial planner working in Colorado Springs, Colorado with 2 years of relevant experience. Hart is an advisor for Accelerated Wealth Advisors LLC. Over the course of their career, they have held roles at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Us Army, 4Th Infantry Division, Usaa Investment Services Company, Zeiders Enterprises, Accelerated Wealth Advisors, LLC and Accelerated Wealth, LLC. Hart holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Colorado and Florida. Accelerated Wealth Advisors LLC is a registered investment business headquartered in Colorado Springs, CO. It has a total of 22 employees. It has $305 million in assets among its 1,953 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,953 customer accounts, 21% are held by high-net-worth investors who have at least $1 million in assets available to invest. Accelerated Wealth Advisors LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services are provided. Fee types charged by Accelerated Wealth Advisors LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

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

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Accelerated Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$304,773,921

CO Average: $2,349,664,866
Total Number of Employees

22

CO Average: 28
Total Number of Accounts

1,953

CO Average: 1,101
Average Account Size

$156,054

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Raymond Hart Work History

Raymond has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Accelerated Wealth Advisors, LLC

2021 - Present (3 years)

Accelerated Wealth, LLC

2020 - Present (4 years)

Zeiders Enterprises

2018 - 2020 (2 years)

Usaa Investment Services Company

2014 - 2020 (6 years)

Usaa Financial Advisors Inc

2014 - 2020 (6 years)

Usaa Financial Planning Services

2012 - 2014 (2 years)

Us Army, 4Th Infantry Division

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Raymond Hart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Accelerated Wealth Advisors LLC

Susan Auer
Colorado Springs, CO
Raymond Hart
Colorado Springs, CO
Kyle Householder
Colorado Springs, CO
Dustin West
Colorado Springs, CO
Chris Abeyta
Colorado Springs, CO
Bill Walton
Colorado Springs, CO
Mackenzie Bekeza
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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