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RIA / WealthAdvisorChartered Financial Consultant41 years in industry

THOMAS PATRICK FREISMUTH

Advisor at ACCELERATE RETIREMENT

San Diego, CA | ALISO VIEJO, CA

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Search this name across graphsid dfx:ria:027d7693-0788-fa18-06e1-0a2256f7464e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACCELERATE RETIREMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 25, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Oct 25, 1984
First registration: Apr 22, 2008
Dual registered: no
Other names: TOM FREISMUTH|THOMAS P FREISMUTH|THOM FREISMUTH
IAPD individual key: 1150814

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACCELERATE RETIREMENT	Independent wealth	May 16, 2023	n/a	yes	San Diego, CA\|ALISO VIEJO, CA	Current employment
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	May 18, 2021	Jul 31, 2023	no	San Diego, CA\|ALISO VIEJO, CA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Aug 13, 2014	May 11, 2021	no	DEL MAR, CA\|San Diego, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Mar 21, 2013	Aug 14, 2014	no	SAN RAFAEL, CA\|DEL MAR, CA	Previous registration
HUB INTERNATIONAL INVESTMENT SERVICES INC.	n/a	Jun 26, 2012	Dec 8, 2020	no	DEL MAR, CA\|WESTLAKE VILLAGE, CA\|DEL MAR, CA\|San Diego, CA\|AUSTIN, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Jul 5, 2012	no	DEL MAR, CA	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Apr 22, 2008	Sep 8, 2009	no	DEL MAR, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSPIRE RETIREMENT ADVISORY	ACCELERATE RETIREMENT	Jul 31, 2023	May 16, 2023	-76	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	WEALTHSPIRE RETIREMENT ADVISORY	May 11, 2021	May 18, 2021	7	Firm change	Other
HUB INTERNATIONAL INVESTMENT SERVICES INC.	FINANCIAL TELESIS, INC.	Dec 8, 2020	Mar 21, 2013	-2,819	Firm change after gap	Other
FINANCIAL TELESIS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Aug 14, 2014	Aug 13, 2014	-1	Firm change	Other
LPL FINANCIAL LLC	HUB INTERNATIONAL INVESTMENT SERVICES INC.	Jul 5, 2012	Jun 26, 2012	-9	Firm change	Other
MUTUAL SERVICE CORPORATION	LPL FINANCIAL LLC	Sep 8, 2009	Sep 8, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
121254:325859:CA:2023-07-06	Jul 31, 2023	May 16, 2023	ALISO VIEJO, CA	Firm change after gap

Relationships

Registered with (7)

→ ACCELERATE RETIREMENTRegistered adviserregistration: current employment
May 16, 2023 to presentfactForm ADV
→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: previous registration
May 18, 2021 to Jul 31, 2023factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 13, 2014 to May 11, 2021factForm ADV
→ HUB INTERNATIONAL INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Jun 26, 2012 to Dec 8, 2020factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Mar 21, 2013 to Aug 14, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Jul 5, 2012factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Apr 22, 2008 to Sep 8, 2009factForm ADV

Dated events

Occurred
Jul 31, 2023
Advisor changed firm
Thomas Patrick Freismuth left Wealthspire Retirement Advisory for Accelerate Retirement (registered 2023-05-16)
Form ADVobserved 4 days ago