Fee-only adviser · Woodland Hills, CA
Accumulation Strategies
Accumulation Strategies is a fee-only investment adviser registered with the securities regulator of California, with its main office in Woodland Hills, California. On its latest Form ADV, filed March 16, 2026, it reports $30M in regulatory assets under management, 33 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 112502 |
| Office | 6355 Topanga Canyon Blvd, Suite 525 Woodland Hills, CA 91367 |
| Phone | (818) 712-9299 |
| Website | www.accumulationstrategies.com |
| Regulatory assets under management | $30M |
| Individual clients | 33 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Woodland Hills
- Hesen & Haslam $284M
- Oder Investment Management, LLC $367M
- Paragon Financial Partners $330M
- Ventura Advisors $81M
- Mullaney Financial & Tax, Inc. Not reported
- Bruin Wealth Advisors LLC $37M
See all 11 fee-only advisers in Woodland Hills →
Nearby
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- West Hills 1 firm
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- Northridge 1 firm
- Van Nuys 1 firm
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- Sherman Oaks 7 firms
- Agoura Hills 2 firms
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