Aci Wealth Advisors

Aci Wealth Advisors (CRD# 155494) is a financial advisory firm headquartered in Heath, TX. They manage $22,866,000 in 37 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
304 Drew Lane, Heath, TX 75032
http://www.aciwealth.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $618,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

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

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  

 

  

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals