Aci Wealth Advisors

Aci Wealth Advisors (CRD# 155494) is a financial advisory firm headquartered in Naples, FL. They manage $1,200,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $92,308
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Aci Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
J. Dak Hartsock
CRD#: 5864610
999 Vanderbilt Beach Rd, Suite 200, Naples, FL 34108
100
Wealthminder
score

J. Dak Hartsock (CRD# 5864610) is an Investment Advisor Representative working at ACI Wealth Advisors in Naples, FL and has over 5 years of experience as a portfolio manager and retirement planner.  Mr. Hartsock is a nationally cited financial expert and an award winning portfolio manager.  He is Chief Market Strategist at ACI Wealth Advisors.   

 

ACI is a fiduciary wealth advisory that offers investment management and retirement income planning.  ACI is one of a small group of advisories that have accepted the fiduciary responsiblity.  Cerulli Associates, an independent research firm, identified that only about 1 in 10 advisors has accepted the role of a fiduciary for their clients.

 

Visit www.aciwealth.com or www.dakhartsock.com to learn more. 

 

Expect a Difference.  

 

The information given on WealthMinder.com on ACI Wealth Advisors regarding assets under management, total # of accounts and average account size is not accurate - wealthminder is a marketing company that charges advisors to add additional detail to a basic profile they out together without consulting the advisor in question or verifying details such as assets under management.      

 

For additional details and disclosures, please visit www.aciwealth.com or www.dakhartsock.com.  You may also read our Form ADV II at www.finra.org  

 

  

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