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RIA / WealthAdvisor28 years in industry

PHILLIP ANTHONY MATHESON

Advisor at ACCELERATE RETIREMENT

ALISO VIEJO, CA

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Search this name across graphsid dfx:ria:47071c65-5066-82c2-2e67-400802c09616

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Oct 3, 2007 to Sep 14, 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: Sep 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Sep 4, 1998
First registration: Oct 3, 2007
Dual registered: no
IAPD individual key: 3032213

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 15, 2023	n/a	yes	ALISO VIEJO, CA	Current employment
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Dec 2, 2021	Jul 31, 2023	no	ALISO VIEJO, CA	Previous registration
Onedigital	Institutional manager	Dec 3, 2018	Jan 6, 2022	no	Irvine, CA\|OVERLAND PARK, KS	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Dec 5, 2016	Dec 31, 2018	no	Irvine, CA	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 20, 2016	Dec 2, 2016	no	Costa Mesa, CA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Aug 14, 2014	Sep 22, 2016	no	Newport Beach, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Mar 8, 2010	Aug 12, 2014	no	SAN RAFAEL, CA\|COSTA MESA, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 3, 2007	Mar 3, 2010	no	NEWPORT BEACH, 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 15, 2023	-77	Firm change after gap	Other
Onedigital	WEALTHSPIRE RETIREMENT ADVISORY	Jan 6, 2022	Dec 2, 2021	-35	Firm change after gap	Other
INDEPENDENT FINANCIAL PARTNERS	Onedigital	Dec 31, 2018	Dec 3, 2018	-28	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	INDEPENDENT FINANCIAL PARTNERS	Dec 2, 2016	Dec 5, 2016	3	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 20, 2016	-155	Bulk transfer	Other
FINANCIAL TELESIS, INC.	NFP ADVISOR SERVICES, LLC	Aug 12, 2014	Aug 14, 2014	2	Firm change	Other
WELLS FARGO ADVISORS	FINANCIAL TELESIS, INC.	Mar 3, 2010	Mar 8, 2010	5	Firm change	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 15, 2023	ALISO VIEJO, CA	Firm change after gap
106766:121254:KS:2022-01-06	Jan 6, 2022	Dec 2, 2021	OVERLAND PARK, KS	Firm change after gap
125112:106766:CA:2018-12-24	Dec 31, 2018	Dec 3, 2018	IRVINE, CA	Firm change

Relationships

Registered with (8)

→ ACCELERATE RETIREMENTRegistered adviserregistration: current employment
May 15, 2023 to presentfactForm ADV
→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: previous registration
Dec 2, 2021 to Jul 31, 2023factForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Dec 3, 2018 to Jan 6, 2022factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Dec 5, 2016 to Dec 31, 2018factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 20, 2016 to Dec 2, 2016factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Aug 14, 2014 to Sep 22, 2016factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Mar 8, 2010 to Aug 12, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 3, 2007 to Mar 3, 2010factForm ADV

Dated events

Occurred
Jul 31, 2023
Advisor changed firm
Phillip Anthony Matheson left Wealthspire Retirement Advisory for Accelerate Retirement (registered 2023-05-15)
Form ADVobserved 6 days ago
Occurred
Jan 6, 2022
Advisor changed firm
Phillip Anthony Matheson left Onedigital for Wealthspire Retirement Advisory (registered 2021-12-02)
Form ADVobserved 6 days ago