Accurate Advisory Group
Accurate Advisory Group provides integrated wealth management, estate planning, tax planning, and alternative investments to U.S. high-net-worth families (>$1M net worth) from Wesley Chapel, Florida, via three affiliated licensed entities.
- Company typePrivate
- Founded2015
- HeadquartersWesley Chapel, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Accurate Advisory Group does
Accurate Advisory Group is a privately held, integrated wealth management firm headquartered in Wesley Chapel, Florida, founded in 2015 and serving U.S. high-net-worth families with net worth exceeding $1 million. The firm delivers four core service lines — Lifetime Estate Planning, Lifetime Tax Planning, Wealth Management, and Alternative Investments — through three affiliated legal entities that, taken together, permit the firm to operate across insurance, SEC-registered investment advisory, and FINRA/SIPC broker-dealer functions from inside one brand. The target client is an affluent family seeking a single coordinated relationship rather than separately engaging an estate attorney, a tax planner, an investment advisor, and an alternative-investment gatekeeper; the firm emphasizes unbilled, ongoing access to estate and tax professionals as the central differentiator, with fees concentrated on document preparation, tax-return preparation, and securities transactions.
Underlying technology is intentionally minimal: no proprietary platform, no API surface, no app, and no disclosed integrations. Service delivery is relationship-led, with prospects entering via Calendly-scheduled introductory calls or a direct contact form. Revenue mechanics blend recurring advisory and insurance fees with securities transaction commissions and professional-services fees tied to tax-return and estate-document preparation. Distribution is purely direct advisory; there is no self-serve, marketplace, or channel model.
The firm markets itself through named client testimonials and the endorsement of three-time World Series champion Lou Piniella rather than paid digital acquisition, and it leans on a four-partner leadership team — Gus Gotsis (CEO), Robert Leone (Chief Trust Officer), Paul O'Grady (Executive Wealth Advisor), and Duane Mercer (CFO) — as the delivery engine. No funding rounds, acquisitions, awards, patents, or partnership roster are disclosed, and the firm provides no revenue, AUM, or client-count figures.
Accurate Advisory Group firmographics
Firmographics- Name
- Accurate Advisory Group
- Legal name
- Accurate Advisory Group Inc.
- Website
- https://accurateadvisorygroup.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Accurate Advisory Group provides integrated wealth management, estate planning, tax planning, and alternative investments to U.S. high-net-worth families (>$1M net worth) from Wesley Chapel, Florida, via three affiliated licensed entities.
- Ownership category
- akta.pro rank
Accurate Advisory Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Fee-Based Advisory (FSAEAAAM), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Accurate Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Wesley Chapel
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Accurate Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Investment Advisory Services: Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Services include wealth management, estate planning, tax planning, and access to alternative investments.
- Insurance Services: Insurance services offered through Accurate Advisory Group Inc.
- Securities Services: Securities offered through AAG Capital, Inc., a FINRA/SIPC member broker-dealer.
- Document Preparation Fees: While estate planning advice and tax planning advice for Accurate clients is unbilled, preparation of or updates to tax returns and estate planning documents may carry associated fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | High-net-worth integrated advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Accurate Advisory Group product offering
Product offeringCore offering
Accurate Advisory Group delivers integrated wealth management, estate planning, tax planning, and access to alternative investments for high-net-worth families with net worth exceeding $1M. The firm unbundles estate and tax planning advice from billing, and uses partnerships to provide access to alternative investments (real estate, private credit, emerging technologies) at lower minimums than typical market requirements. Services are delivered through three affiliated entities covering investment advisory, insurance, and securities.
Product overview
Accurate Advisory Group offers an integrated wealth management platform combining four core services: Lifetime Estate Planning (unbilled access to estate planning team), Lifetime Tax Planning (unbilled access to tax professionals for clients with $1M+ net worth), Wealth Management (comprehensive financial planning), and Alternative Investments (access to real estate, private credit, and emerging technologies at lower minimums through partnerships). The firm positions itself as a unified advisory service that bundles these offerings to avoid the fragmentation and cost associated with multiple separate advisory relationships.
Differentiator
Problem solved
Functional benefit
Products and services
- Lifetime Estate Planning Provides unbilled access to an estate planning team for clients and their families, allowing them to call with any questions about their estate plan at no additional charge. Designed to help families avoid delays in updating trusts and other estate documents. Intended for high-net-worth families served by Accurate Advisory Group.
- Lifetime Tax Planning Provides unbilled access to a team of tax planning professionals who leverage legal strategies to reduce, defer, or eliminate tax bills. Targets clients with net worth exceeding $1M for whom tax mitigation is an essential wealth-building strategy. Preparation of or updates to tax returns may carry associated fees.
- Wealth Management Comprehensive investment advisory and wealth management service offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Aims to help clients achieve professional, family, and philanthropic goals by charting a course delivered safely and efficiently.
- Alternative Investments Provides clients access to alternative assets including real estate, private credit, and emerging technologies at significantly lower investment minimums through firm partnerships, enabling investment alongside America's wealthiest families. Targets clients seeking diversification through alternatives typically reserved for ultra-wealthy.
- Insurance Services Insurance services offered through Accurate Advisory Group Inc. as part of the firm's integrated advisory offering for high-net-worth families.
- Securities Services Securities brokerage services offered through AAG Capital, Inc., a FINRA/SIPC member broker-dealer, as part of the firm's integrated advisory offering.
Quantifiable outcome
- Clients with net worth exceeding $1M receive comprehensive tax mitigation strategies
- +1 more outcomes
Companies that use Accurate Advisory Group
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles3 records
Accurate Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Accurate Advisory Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights3 records
Accurate Advisory Group competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: Large national wealth manager offering planning-driven advice to HNW households with integrated financial planning tools; overlaps with Accurate on HNW client profile and bundled service model.
- Focus Financial Partners: RIA aggregator that acquires and consolidates HNW wealth managers; relevant both as a competitor (scaled peers) and as a potential acquirer of integrated multi-license RIAs like Accurate.
- Equitable Advisors: Insurance-and-investment hybrid firm with an SEC RIA arm and a long history of serving mass-affluent and HNW clients; relevant because Accurate similarly packages insurance and investment under one brand.
- Cetera Financial Group: Large hybrid RIA/broker-dealer parent with insurance and lending capabilities; serves HNW households through affiliated advisors, overlapping with Accurate's multi-license model at greater scale.
Direct peers
- Carson Group: RIA and coaching platform serving HNW families with bundled wealth, tax, and estate services; comparable integrated model and client-segment focus, with larger scale and reach.
- Commonwealth Financial Network: Independent broker-dealer/RIA supporting advisor teams that serve HNW clients with integrated wealth, retirement, and insurance solutions; closely analogous service stack and client profile.
- Kestra Financial: Independent advisor platform supporting hybrid RIAs and broker-dealer affiliates with wealth, insurance, and planning services; competes in the same HNW segment with similar integrated-service positioning.
- Cambridge Investment Research: Hybrid RIA/broker-dealer supporting independent financial advisors with wealth management and insurance capabilities; closest business-model analog given Accurate's RIA + broker-dealer + insurance multi-entity structure.
- Creative Planning: Large independent RIA offering integrated wealth management, estate planning, tax planning, and alternative investments to HNW households—directly comparable service mix and client segment to Accurate Advisory Group.
- Hightower Advisors: Wealth management firm built through advisor team acquisitions, serving HNW clients with comprehensive planning and investment services; directly comparable in client profile and integrated-advice positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Accurate Advisory Group social profiles
Digital presenceAccurate Advisory Group compliance and trust
Trust signalCompliance3 records
Accurate Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Accurate Advisory Group leadership team
Management profileNumber of profiles
Profiles4 records
Accurate Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Accurate Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Accurate Advisory Group
What does Accurate Advisory Group do?
Accurate Advisory Group delivers integrated wealth management, estate planning, tax planning, and access to alternative investments for high-net-worth families with net worth exceeding $1M. The firm unbundles estate and tax planning advice from billing, and uses partnerships to provide access to alternative investments (real estate, private credit, emerging technologies) at lower minimums than typical market requirements. Services are delivered through three affiliated entities covering investment advisory, insurance, and securities.
Is Accurate Advisory Group a public or private company?
Accurate Advisory Group is a private company. It is classified as unknown and is currently operating.
When was Accurate Advisory Group founded?
Accurate Advisory Group was founded in 2015. It employs 101 to 250 people.
Where is Accurate Advisory Group based?
Accurate Advisory Group is headquartered in Wesley Chapel, United States, in the North America region.
How does Accurate Advisory Group make money?
Four revenue lines are on record. Investment Advisory Services are the primary driver. The others are insurance Services, securities Services and document Preparation Fees.
Who are Accurate Advisory Group's main competitors?
Broad incumbents on record are Edelman Financial Engines, Focus Financial Partners, Equitable Advisors and Cetera Financial Group. Direct peers are Carson Group, Commonwealth Financial Network, Kestra Financial, Cambridge Investment Research, Creative Planning and Hightower Advisors.
Does Accurate Advisory Group have an API?
No public API is recorded for Accurate Advisory Group.
What industry is Accurate Advisory Group in?
Accurate Advisory Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.