Acorn Financial Planning

Overview

Acorn Financial Planning is a single-owner independent RIA operating as a sole proprietorship that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee mix that includes a percentage-of-AUM component as well as hourly and fixed-fee engagements, which supports a blend of ongoing investment management and project-based planning work. Investment activity centers on publicly traded equities as the primary allocation, supplemented by pooled vehicles where appropriate. The adviser does not position itself as an ESG investor and does not operate across multiple states. Given the firm’s structure and client base, investment decisions are likely bespoke and client-specific rather than driven by large-scale model portfolios. When clients require access beyond public markets, the firm uses third-party managers to implement allocations to hedge funds and private placements rather than acting as an allocator that sponsors or manages private vehicles directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices