$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2013
- Office Locations
- 1
Office Locations
-- Santa Rosa CA
About Acorn Financial Planning
Acorn Financial Planning is a Santa Rosa, CA RIA serving individuals plus trusts and estates with comprehensive financial planning and ongoing investment management. Portfolios follow an academic, efficient-markets philosophy emphasizing diversification, low-cost (ETF-based) implementation, and tax-aware investing. Founder-led, conflict-free fiduciary approach focused on long-term outcomes.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
AMY PEARL
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #5837001
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing